BHA

Beech Hill Advisors Portfolio holdings

AUM $214M
1-Year Est. Return 23.2%
This Quarter Est. Return
1 Year Est. Return
+23.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$4.08M
3
+$3.19M
4
AVGO icon
Broadcom
AVGO
+$2.68M
5
EA icon
Electronic Arts
EA
+$1.8M

Top Sells

1
+$5.34M
2
+$5.2M
3
+$4.08M
4
CCL icon
Carnival Corp
CCL
+$2.94M
5
PWR icon
Quanta Services
PWR
+$1.71M

Sector Composition

1 Communication Services 16.78%
2 Healthcare 14.94%
3 Technology 13.78%
4 Financials 12.37%
5 Industrials 10.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.6M 1.87%
44,986
+811
27
$3.57M 1.85%
52,370
+3,175
28
$3.54M 1.83%
31,100
+1,125
29
$3.48M 1.8%
26,809
+24,603
30
$3.39M 1.76%
78,929
+4,852
31
$3.32M 1.72%
33,307
+9,076
32
$3.26M 1.69%
31,825
+1,160
33
$3.23M 1.67%
36,760
+275
34
$3.1M 1.61%
27,555
-200
35
$2.68M 1.39%
+108,500
36
$2.17M 1.12%
22,938
+527
37
$1.8M 0.94%
+14,980
38
$1.55M 0.8%
+41,400
39
$1.52M 0.79%
134,045
+17,250
40
$1.27M 0.66%
13,389
+250
41
$968K 0.5%
13,189
42
$902K 0.47%
6,525
-50
43
$889K 0.46%
4,150
-150
44
$830K 0.43%
58,528
45
$815K 0.42%
21,400
-4,500
46
$735K 0.38%
16,705
+1,352
47
$723K 0.37%
3,491
-50
48
$675K 0.35%
48,500
-2,000
49
$620K 0.32%
4,289
-28,211
50
$611K 0.32%
5,415
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