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
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$4.11M
3
+$3.41M
4
ABBV icon
AbbVie
ABBV
+$3.3M
5
SITC icon
SITE Centers
SITC
+$3.2M

Top Sells

1
+$5.68M
2
+$4.61M
3
+$3.95M
4
BX icon
Blackstone
BX
+$1.96M
5
ILMN icon
Illumina
ILMN
+$1.51M

Sector Composition

1 Healthcare 19.77%
2 Communication Services 17.97%
3 Technology 10.07%
4 Consumer Discretionary 9.46%
5 Financials 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.41M 1.6%
+138,132
27
$3.2M 1.5%
+133,392
28
$3.09M 1.45%
34,981
-368
29
$3.05M 1.43%
36,665
+565
30
$3M 1.41%
131,325
-39,175
31
$2.88M 1.35%
65,770
+4,870
32
$2.71M 1.27%
70,750
+2,400
33
$2.32M 1.09%
47,787
+1,600
34
$1.86M 0.87%
+50,885
35
$1.84M 0.86%
30,884
+15,855
36
$1.7M 0.8%
6,811
+4,015
37
$1.55M 0.73%
54,750
+29,750
38
$1.5M 0.71%
37,436
-5,247
39
$1.11M 0.52%
49,650
+9,900
40
$1.1M 0.52%
9,216
-20
41
$979K 0.46%
+52,600
42
$911K 0.43%
10,385
-175
43
$886K 0.42%
20,530
-50
44
$881K 0.41%
2,960
-180
45
$858K 0.4%
2,033
+76
46
$829K 0.39%
9,754
-1,325
47
$801K 0.38%
+15,995
48
$799K 0.38%
17,800
+8,768
49
$798K 0.38%
3,830
+140
50
$798K 0.38%
9,566
-68,112
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