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
$162M
AUM Growth
+$1.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$3.03M
3
+$2.24M
4
D icon
Dominion Energy
D
+$769K
5
FDX icon
FedEx
FDX
+$553K

Top Sells

1
+$4.58M
2
+$3.45M
3
+$3.41M
4
AAPL icon
Apple
AAPL
+$3.34M
5
DD icon
DuPont de Nemours
DD
+$2.76M

Sector Composition

1 Technology 19.19%
2 Healthcare 17.13%
3 Industrials 15.87%
4 Financials 11.63%
5 Communication Services 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.27M 2.01%
40,524
+4,735
27
$3.19M 1.97%
+27,080
28
$3.19M 1.97%
50,945
-1,700
29
$3.01M 1.86%
25,315
-2,450
30
$2.53M 1.56%
42,326
+925
31
$2.24M 1.38%
+44,780
32
$2.04M 1.26%
24,871
-571
33
$1.77M 1.09%
54,248
-858
34
$1.54M 0.95%
152,585
+17,000
35
$1.52M 0.94%
17,499
-1,679
36
$1.48M 0.91%
41,500
-1,800
37
$1.21M 0.75%
20,506
-77,381
38
$971K 0.6%
12,150
-1,039
39
$923K 0.57%
26,400
+5,000
40
$912K 0.56%
6,525
41
$834K 0.51%
4,150
42
$801K 0.49%
5,936
+732
43
$799K 0.49%
7,199
+3,024
44
$769K 0.47%
+10,035
45
$718K 0.44%
5,300
+1,650
46
$641K 0.4%
3,341
-100
47
$632K 0.39%
49,000
48
$593K 0.37%
5,860
-33,685
49
$584K 0.36%
6,955
+275
50
$579K 0.36%
8,900
+1,350
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