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
$157M
AUM Growth
-$37.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$6.97M
2
+$5.22M
3
+$3.35M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.83M
5
AXP icon
American Express
AXP
+$2.5M

Top Sells

1
+$6.85M
2
+$5.31M
3
+$5.3M
4
YUM icon
Yum! Brands
YUM
+$5.02M
5
URI icon
United Rentals
URI
+$4.9M

Sector Composition

1 Communication Services 19.75%
2 Healthcare 16.77%
3 Real Estate 11.62%
4 Technology 9.03%
5 Financials 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.5M 1.59%
+33,658
27
$2.46M 1.57%
+37,675
28
$2.4M 1.53%
46,750
-937
29
$2.39M 1.53%
91,130
+3,400
30
$2.33M 1.49%
+48,300
31
$2.21M 1.41%
307,950
+134,625
32
$2.19M 1.39%
34,685
+1,510
33
$2.03M 1.29%
75,245
-12,200
34
$1.89M 1.2%
+59,740
35
$1.4M 0.89%
54,780
-29,820
36
$1.34M 0.86%
94,410
+46,900
37
$1.09M 0.69%
22,660
+12,660
38
$1.06M 0.67%
10,230
-2,279
39
$891K 0.57%
102,300
+36,300
40
$825K 0.53%
49,800
-38,175
41
$820K 0.52%
+225,600
42
$755K 0.48%
30,075
-4,275
43
$695K 0.44%
+48,250
44
$655K 0.42%
7,525
-4,325
45
$606K 0.39%
20,550
+11,600
46
$600K 0.38%
2,056
-247
47
$590K 0.38%
7,005
-1,275
48
$589K 0.38%
476
-24
49
$551K 0.35%
5,900
50
$548K 0.35%
5,009
1
2
3 4 5