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
$203M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$3.52M
3
+$2.51M
4
SLG icon
SL Green Realty
SLG
+$2.32M
5
NUE icon
Nucor
NUE
+$1.71M

Top Sells

1
+$2.85M
2
+$2.85M
3
+$2.54M
4
INTC icon
Intel
INTC
+$2.43M
5
SLB icon
SLB Limited
SLB
+$2.35M

Sector Composition

1 Technology 17.66%
2 Communication Services 16.45%
3 Healthcare 15.38%
4 Financials 11.17%
5 Consumer Discretionary 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.7M 1.83%
31,050
-750
27
$3.68M 1.82%
33,350
-25,800
28
$3.62M 1.79%
54,600
-1,525
29
$3.52M 1.74%
+42,851
30
$3.48M 1.72%
57,445
-475
31
$3.42M 1.69%
57,465
32
$3.28M 1.62%
48,717
-34,824
33
$3.11M 1.54%
105,404
-3,571
34
$2.85M 1.41%
27,344
+24,005
35
$2.46M 1.21%
29,892
-226
36
$2.32M 1.14%
+23,703
37
$2.28M 1.13%
20,050
-150
38
$2.1M 1.04%
53,775
-575
39
$1.31M 0.65%
116,995
+11,500
40
$1.2M 0.59%
62,384
+1,323
41
$1.11M 0.55%
53,280
-4,920
42
$1.07M 0.53%
5,574
-740
43
$1.01M 0.5%
53,050
-6,750
44
$943K 0.47%
195,000
-27,960
45
$919K 0.45%
6,575
46
$908K 0.45%
28,701
-38,474
47
$860K 0.42%
4,989
-400
48
$786K 0.39%
10,975
+500
49
$783K 0.39%
3,950
50
$753K 0.37%
13,189
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