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
$215M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$4.24M
3
+$3.33M
4
CSCO icon
Cisco
CSCO
+$2.09M
5
NTR icon
Nutrien
NTR
+$1.96M

Top Sells

1
+$5.86M
2
+$3.2M
3
+$1.84M
4
DBX icon
Dropbox
DBX
+$1.78M
5
CVS icon
CVS Health
CVS
+$394K

Sector Composition

1 Healthcare 21.05%
2 Technology 20.84%
3 Financials 10.83%
4 Communication Services 10.17%
5 Industrials 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.5M 2.1%
28,516
-75
27
$4.35M 2.03%
69,812
+1,327
28
$4.31M 2.01%
+102,640
29
$4.1M 1.91%
34,261
+8,035
30
$3.84M 1.79%
65,170
+4,075
31
$3.63M 1.69%
75,535
+12,430
32
$3.43M 1.6%
56,234
-52,354
33
$3.33M 1.55%
+62,100
34
$3.17M 1.48%
97,558
+32,155
35
$3.16M 1.47%
8,610
-165
36
$3.11M 1.45%
28,715
+7,020
37
$3.1M 1.45%
60,525
+7,150
38
$1.67M 0.78%
5,150
+110
39
$1.4M 0.65%
22,841
-155
40
$1.18M 0.55%
21,125
-175
41
$1.05M 0.49%
12,150
42
$996K 0.46%
155,185
43
$985K 0.46%
7,688
+1,778
44
$946K 0.44%
4,175
45
$797K 0.37%
5,400
46
$747K 0.35%
5,360
47
$745K 0.35%
9,000
-500
48
$724K 0.34%
3,316
49
$715K 0.33%
+10,000
50
$691K 0.32%
4,775
-24
1
2
3 4