BHA

Beech Hill Advisors Portfolio holdings

AUM $214M
1-Year Est. Return 23.21%
This Quarter Est. Return
1 Year Est. Return
+23.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$4.81M
3
+$4.15M
4
SDRL
Seadrill Limited Common Stock
SDRL
+$2.75M
5
GTLS icon
Chart Industries
GTLS
+$2.7M

Top Sells

1
+$3.91M
2
+$3.78M
3
+$3.54M
4
OVV icon
Ovintiv
OVV
+$3.37M
5
F icon
Ford
F
+$2.81M

Sector Composition

1 Energy 20%
2 Healthcare 15.07%
3 Industrials 13.39%
4 Communication Services 12.66%
5 Technology 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.67M 3.87%
382,760
2
$7.33M 3.7%
236,994
-15,922
3
$7.24M 3.66%
80,350
-3,301
4
$6.96M 3.52%
51,836
-840
5
$5.76M 2.91%
105,350
+200
6
$5.39M 2.72%
94,216
-285
7
$5.18M 2.62%
87,075
+19,375
8
$5.04M 2.54%
105,541
+1,444
9
$4.92M 2.48%
+117,050
10
$4.81M 2.43%
+65,225
11
$4.71M 2.38%
58,725
-700
12
$4.58M 2.31%
65,228
+3,143
13
$4.53M 2.29%
233,100
-4,075
14
$4.53M 2.29%
127,190
-69,890
15
$4.53M 2.28%
155,744
-2,684
16
$4.43M 2.24%
170,472
+159,600
17
$4.4M 2.22%
61,101
-725
18
$4.3M 2.17%
170,825
-18,155
19
$3.86M 1.95%
89,155
-1,025
20
$3.85M 1.94%
47,715
-215
21
$3.82M 1.93%
71,250
-675
22
$3.79M 1.91%
54,355
-3,445
23
$3.69M 1.86%
68,945
+6,555
24
$3.5M 1.76%
95,100
-10,650
25
$3.38M 1.71%
42,905
-3,960
1
2 3 4 5