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
$167M
AUM Growth
+$3.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$3.32M
3
+$3.24M
4
SLB icon
SLB Limited
SLB
+$2.44M
5
HAL icon
Halliburton
HAL
+$2.2M

Top Sells

1
+$3.61M
2
+$3.41M
3
+$3.35M
4
AA.PRB
Alcoa Inc
AA.PRB
+$2.55M
5
PG icon
Procter & Gamble
PG
+$1.57M

Sector Composition

1 Communication Services 17.89%
2 Technology 17.11%
3 Consumer Discretionary 14.81%
4 Healthcare 13.7%
5 Financials 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.56M 5.72%
330,128
-5,080
2
$7.05M 4.22%
61,300
+1,530
3
$5.64M 3.37%
142,380
+2,700
4
$5.58M 3.34%
53,550
-200
5
$5.1M 3.05%
81,507
+3,610
6
$5.09M 3.05%
140,445
+7,750
7
$5.08M 3.04%
33,555
+587
8
$4.96M 2.96%
72,525
-2,800
9
$4.86M 2.91%
31,237
-625
10
$4.79M 2.86%
158,550
+17,300
11
$4.65M 2.78%
87,135
+18,825
12
$4.62M 2.76%
70,801
-2,450
13
$4.61M 2.75%
143,377
+21,647
14
$4.31M 2.58%
50,275
-825
15
$4.15M 2.48%
50,150
-1,250
16
$4.13M 2.47%
25,315
-325
17
$4.07M 2.43%
132,015
-45,997
18
$3.96M 2.37%
55,625
+2,775
19
$3.94M 2.35%
113,000
+3,225
20
$3.9M 2.33%
69,454
-1,759
21
$3.79M 2.27%
32,925
-11,300
22
$3.45M 2.06%
+32,630
23
$3.32M 1.99%
+60,250
24
$3.24M 1.94%
+79,675
25
$3.15M 1.88%
60,550
+2,325
1
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