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
$227M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$4.51M
3
+$4.08M
4
C icon
Citigroup
C
+$3.81M
5
WOLF icon
Wolfspeed
WOLF
+$2.33M

Top Sells

1
+$4.56M
2
+$3.09M
3
+$2.86M
4
T icon
AT&T
T
+$2.84M
5
LYB icon
LyondellBasell Industries
LYB
+$2.49M

Sector Composition

1 Energy 15.78%
2 Healthcare 14.62%
3 Industrials 14.6%
4 Consumer Discretionary 10.18%
5 Technology 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.46M 4.17%
80,186
-2,883
2
$8.67M 3.82%
373,376
-39,568
3
$7.26M 3.2%
107,900
+13,735
4
$6.91M 3.04%
210,403
+2,247
5
$6.46M 2.84%
51,259
-4,016
6
$6.35M 2.8%
115,093
+1,613
7
$5.82M 2.56%
+85,375
8
$5.5M 2.42%
81,195
-2,090
9
$5.35M 2.36%
92,301
+405
10
$5.33M 2.35%
498
-5
11
$5.17M 2.28%
82,545
+10,550
12
$5.01M 2.21%
237,802
+3,291
13
$4.92M 2.17%
130,442
+5,517
14
$4.91M 2.16%
84,156
+487
15
$4.83M 2.13%
59,594
-1,926
16
$4.78M 2.1%
116,225
-1,300
17
$4.76M 2.09%
140,045
+10,730
18
$4.75M 2.09%
168,782
+9,152
19
$4.73M 2.08%
176,132
+4,160
20
$4.56M 2.01%
57,950
+3,900
21
$4.52M 1.99%
65,153
+800
22
$4.51M 1.99%
+54,455
23
$4.25M 1.87%
80,005
+7,180
24
$4.08M 1.8%
+112,388
25
$3.89M 1.71%
101,600
+7,700
1
2 3 4 5