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
$183M
AUM Growth
+$9.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$3.34M
3
+$3.15M
4
FLR icon
Fluor
FLR
+$2.56M
5
DHR icon
Danaher
DHR
+$2.1M

Top Sells

1
+$4.71M
2
+$4.1M
3
+$3.11M
4
UL icon
Unilever
UL
+$2.94M
5
DKS icon
Dick's Sporting Goods
DKS
+$2.1M

Sector Composition

1 Communication Services 16.55%
2 Technology 16.04%
3 Healthcare 13.12%
4 Consumer Discretionary 12.43%
5 Energy 11.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.53M 1.93%
+31,900
27
$3.34M 1.83%
+53,465
28
$3.31M 1.81%
61,720
-1,970
29
$3.2M 1.75%
57,720
-80
30
$3.15M 1.72%
+54,365
31
$3.03M 1.66%
39,095
+45
32
$2.98M 1.63%
56,045
+13,645
33
$2.61M 1.43%
107,625
+4,625
34
$2.56M 1.4%
+55,930
35
$2.27M 1.24%
20,075
-9,330
36
$2.1M 1.15%
+28,087
37
$1.79M 0.98%
+54,425
38
$1.59M 0.87%
37,350
-3,000
39
$1.16M 0.63%
48,135
+4,545
40
$1.01M 0.55%
101,195
+14,765
41
$1.01M 0.55%
6,740
-560
42
$964K 0.53%
17,300
+2,300
43
$813K 0.44%
91,175
44
$795K 0.43%
25,887
+4,385
45
$788K 0.43%
217,920
-13,920
46
$734K 0.4%
22,000
+1,800
47
$689K 0.38%
4,889
-456
48
$669K 0.37%
3,950
+700
49
$658K 0.36%
13,539
50
$624K 0.34%
62,499
+34,933
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