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
$190M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$3.51M
3
+$2.69M
4
ALB icon
Albemarle
ALB
+$2.28M
5
TAP icon
Molson Coors Class B
TAP
+$2.24M

Top Sells

1
+$4.35M
2
+$3.83M
3
+$3.48M
4
AMZN icon
Amazon
AMZN
+$3.26M
5
DHR icon
Danaher
DHR
+$2.46M

Sector Composition

1 Technology 16.9%
2 Communication Services 15.72%
3 Healthcare 14.9%
4 Industrials 10.68%
5 Financials 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.64M 1.91%
55,475
+875
27
$3.53M 1.86%
55,370
-550
28
$3.51M 1.85%
+77,975
29
$3.51M 1.85%
33,240
-110
30
$3.4M 1.79%
52,568
+3,851
31
$3.29M 1.73%
109,680
+4,276
32
$3.25M 1.71%
30,855
+10,805
33
$3.2M 1.68%
42,135
-18,810
34
$2.75M 1.45%
30,794
+3,450
35
$2.35M 1.24%
25,097
+1,394
36
$2.28M 1.2%
+24,555
37
$1.9M 1%
55,425
+1,650
38
$1.34M 0.71%
116,995
39
$1.06M 0.56%
61,406
-978
40
$953K 0.5%
54,250
+1,200
41
$907K 0.48%
7,075
+500
42
$790K 0.42%
13,189
43
$788K 0.41%
3,950
44
$728K 0.38%
22,800
+500
45
$721K 0.38%
6,555
+150
46
$683K 0.36%
37,300
+1,000
47
$650K 0.34%
4,904
48
$631K 0.33%
3,541
-150
49
$606K 0.32%
16,090
-242
50
$595K 0.31%
5,415
-150
1
2
3 4