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
$213M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$4.41M
3
+$3.3M
4
SODA
SodaStream International Ltd
SODA
+$3.09M
5
SDRL
Seadrill Limited Common Stock
SDRL
+$2.38M

Top Sells

1
+$3.85M
2
+$3.83M
3
+$3.07M
4
CVX icon
Chevron
CVX
+$2.11M
5
PRU icon
Prudential Financial
PRU
+$1.14M

Sector Composition

1 Energy 15.39%
2 Industrials 13.52%
3 Healthcare 13.48%
4 Communication Services 11.5%
5 Consumer Discretionary 11.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.1M 3.8%
83,069
+2,719
2
$7.92M 3.72%
412,944
+30,184
3
$6.86M 3.22%
55,275
+3,439
4
$6.79M 3.19%
208,156
-28,838
5
$6.15M 2.89%
113,480
+7,939
6
$5.67M 2.66%
94,165
-11,185
7
$5.45M 2.56%
234,511
+92,973
8
$5.21M 2.44%
117,525
+475
9
$5.2M 2.44%
58,450
-275
10
$5.14M 2.42%
83,285
-3,790
11
$5.11M 2.4%
63,925
-1,300
12
$4.94M 2.32%
91,896
-2,320
13
$4.87M 2.28%
159,630
+3,886
14
$4.83M 2.27%
64,353
-875
15
$4.74M 2.22%
503
+253
16
$4.69M 2.2%
61,520
+419
17
$4.56M 2.14%
105,655
+16,500
18
$4.54M 2.13%
129,315
+2,125
19
$4.54M 2.13%
+83,669
20
$4.41M 2.07%
+124,925
21
$4.3M 2.02%
171,972
+1,500
22
$4.29M 2.01%
71,995
+3,050
23
$4.25M 1.99%
227,450
-5,650
24
$3.92M 1.84%
54,050
-305
25
$3.89M 1.83%
48,950
+20,680
1
2 3 4 5