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
$158M
AUM Growth
+$1.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$3.84M
3
+$3.77M
4
QCOM icon
Qualcomm
QCOM
+$3.71M
5
GM icon
General Motors
GM
+$2.96M

Top Sells

1
+$3.89M
2
+$3.72M
3
+$3.64M
4
WMB icon
Williams Companies
WMB
+$3.3M
5
KKR icon
KKR & Co
KKR
+$3.15M

Sector Composition

1 Communication Services 21.86%
2 Healthcare 19.46%
3 Technology 12.62%
4 Real Estate 11.81%
5 Consumer Discretionary 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.69M 1.7%
+195,850
27
$2.65M 1.68%
43,675
-3,075
28
$2.44M 1.54%
52,975
+4,675
29
$2.16M 1.37%
93,345
+18,100
30
$2.07M 1.31%
62,165
-12,750
31
$1.9M 1.2%
79,305
-11,825
32
$1.89M 1.19%
55,800
+1,020
33
$1.63M 1.03%
51,340
+30,790
34
$1.47M 0.93%
12,840
+2,610
35
$1.22M 0.77%
5,440
+4,340
36
$1.11M 0.7%
73,455
+32,937
37
$1.04M 0.66%
65,265
+15,465
38
$1.04M 0.66%
14,550
+7,050
39
$909K 0.57%
249,500
+122,500
40
$848K 0.54%
2,715
+975
41
$827K 0.52%
28,450
-1,625
42
$806K 0.51%
20,142
-2,518
43
$803K 0.51%
+14,475
44
$759K 0.48%
+449
45
$746K 0.47%
585
+109
46
$729K 0.46%
76,000
+27,750
47
$717K 0.45%
140,950
-167,000
48
$667K 0.42%
2,176
+120
49
$554K 0.35%
4,191
50
$553K 0.35%
6,800
-45,785
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