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
$187M
AUM Growth
-$3.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$3.6M
3
+$2.68M
4
EXC icon
Exelon
EXC
+$2.25M
5
RCL icon
Royal Caribbean
RCL
+$2.13M

Top Sells

1
+$4.94M
2
+$4.47M
3
+$3.69M
4
AAPL icon
Apple
AAPL
+$2.76M
5
OXY icon
Occidental Petroleum
OXY
+$2.51M

Sector Composition

1 Technology 21.72%
2 Healthcare 20.89%
3 Industrials 13.06%
4 Financials 10.46%
5 Communication Services 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.81M 2.04%
77,155
-29,023
27
$3.74M 2%
131,129
+4,127
28
$3.6M 1.92%
+68,485
29
$3.6M 1.92%
61,095
+650
30
$3.4M 1.82%
26,226
-1,300
31
$2.97M 1.59%
63,105
+12,650
32
$2.68M 1.43%
+53,375
33
$2.25M 1.2%
+65,403
34
$2.25M 1.2%
21,695
-995
35
$2.24M 1.2%
8,775
+4,770
36
$2.13M 1.14%
+19,670
37
$1.84M 0.99%
26,521
-1,250
38
$1.78M 0.95%
88,175
+51,620
39
$1.39M 0.74%
22,996
-510
40
$1.35M 0.72%
50,400
+1,050
41
$1.04M 0.56%
+21,300
42
$1.02M 0.54%
12,150
43
$868K 0.46%
4,175
+25
44
$822K 0.44%
5,910
45
$815K 0.44%
155,185
+1,600
46
$770K 0.41%
9,500
47
$769K 0.41%
3,316
-25
48
$682K 0.36%
5,400
49
$662K 0.35%
6,955
50
$631K 0.34%
5,360
-500
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