BHA
Beech Hill Advisors Portfolio holdings
AUM
$209M
1-Year Est. Return
25.21%
1 Year Est. Return
+25.21%
AUM
$209M
AUM Growth
-$5.18M
(-2.4%)
Holding
98
Top Buys
| 1 | +$1.92M | |
| 2 | +$719K | |
| 3 | +$404K | |
| 4 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$253K |
| 5 |
iShares Core Dividend Growth ETF
DGRO
|
+$252K |
Top Sells
| 1 | +$2.77M | |
| 2 | +$2.03M | |
| 3 | +$1.25M | |
| 4 |
Broadcom
AVGO
|
+$720K |
| 5 |
Micron Technology
MU
|
+$614K |
Sector Composition
| 1 | Technology | 27.06% |
| 2 | Healthcare | 13.55% |
| 3 | Consumer Discretionary | 11.33% |
| 4 | Communication Services | 10.45% |
| 5 | Financials | 7.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Alphabet (Google) Class A
GOOGL
$3.98T
| $7.46M | 3.57% |
23,829
-8,850
|
|
||
2
Amazon
AMZN
$2.56T
| $6.55M | 3.13% |
28,372
-2,279
|
|
||
3
Apple
AAPL
$3.76T
| $6.5M | 3.11% |
23,923
-1,512
|
|
||
|
4
Broadcom
AVGO
$1.67T
| $5.65M | 2.7% |
16,313
-2,081
|
|
||
5
Meta Platforms (Facebook)
META
$1.56T
| $5.49M | 2.63% |
8,323
-507
|
|
||
6
AbbVie
ABBV
$379B
| $5.42M | 2.59% |
23,710
-512
|
|
||
7
Microsoft
MSFT
$3.42T
| $5.16M | 2.47% |
10,667
-609
|
|
||
8
Applied Materials
AMAT
$259B
| $4.83M | 2.31% |
18,781
-2,378
|
|
||
9
Blackstone
BX
$126B
| $4.67M | 2.23% |
30,282
+1,007
|
|
||
10
Expedia Group
EXPE
$34.9B
| $4.59M | 2.2% |
16,214
-1,907
|
|
||
11
Uber
UBER
$176B
| $4.41M | 2.11% |
53,960
-4,155
|
|
||
12
First Solar
FSLR
$26.2B
| $4.32M | 2.07% |
16,532
-2,010
|
|
||
|
13
State Street Technology Select Sector SPDR ETF
XLK
$93.6B
| $4.21M | 2.01% |
29,220
+1,760
|
|
||
14
TJX Companies
TJX
$175B
| $3.66M | 1.75% |
23,834
-2,255
|
|
||
15
Qualcomm
QCOM
$171B
| $3.62M | 1.73% |
21,170
-1,284
|
|
||
16
Merck
MRK
$270B
| $3.61M | 1.73% |
34,269
-3,170
|
|
||
17
Oracle
ORCL
$549B
| $3.49M | 1.67% |
17,895
-1,177
|
|
||
18
IBM
IBM
$286B
| $3.48M | 1.67% |
11,744
-307
|
|
||
19
NVIDIA
NVDA
$4.53T
| $3.48M | 1.66% |
18,643
-1,551
|
|
||
20
UnitedHealth
UNH
$300B
| $3.44M | 1.65% |
10,432
-38
|
|
||
21
JPMorgan Chase
JPM
$842B
| $3.41M | 1.63% |
10,584
-64
|
|
||
22
Walt Disney
DIS
$199B
| $3.38M | 1.62% |
29,740
-2,597
|
|
||
23
Eaton
ETN
$134B
| $3.31M | 1.58% |
10,389
-896
|
|
||
24
NextEra Energy
NEE
$174B
| $3.23M | 1.55% |
40,294
-2,210
|
|
||
25
Medtronic
MDT
$124B
| $3.21M | 1.54% |
33,386
-893
|
|