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
$197M
AUM Growth
+$50.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$4.47M
2
+$4M
3
+$3.5M
4
LH icon
Labcorp
LH
+$3.33M
5
RTX icon
RTX Corp
RTX
+$3.29M

Top Sells

1
+$4M
2
+$3.09M
3
+$3.07M
4
NTAP icon
NetApp
NTAP
+$2.95M
5
RTN
Raytheon Company
RTN
+$2.84M

Sector Composition

1 Technology 23.38%
2 Healthcare 21.23%
3 Communication Services 13.62%
4 Consumer Discretionary 8.62%
5 Industrials 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.26M 1.65%
8,416
-130
27
$3.19M 1.62%
28,670
+250
28
$3.16M 1.6%
+42,995
29
$3.05M 1.55%
42,468
+1,375
30
$3.01M 1.53%
61,995
+1,225
31
$2.97M 1.51%
17,070
-11,710
32
$2.82M 1.43%
108,830
+9,744
33
$2.73M 1.38%
+19,190
34
$2.64M 1.34%
+77,220
35
$2.54M 1.29%
81,795
-2,550
36
$2.5M 1.27%
28,710
+175
37
$2.49M 1.26%
+20,855
38
$2.35M 1.19%
5,170
-5
39
$2.35M 1.19%
+102,918
40
$2.31M 1.17%
+49,170
41
$2.28M 1.15%
28,040
-20
42
$2.25M 1.14%
45,695
+2,225
43
$2.16M 1.09%
48,264
+5,275
44
$1.65M 0.84%
29,916
+725
45
$1.41M 0.72%
7,550
-50
46
$1.11M 0.56%
12,150
47
$1M 0.51%
31,370
-96,590
48
$986K 0.5%
+5,105
49
$831K 0.42%
3,316
50
$815K 0.41%
7,061
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