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
$203M
AUM Growth
+$5.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.96M
3
+$1.83M
4
UBER icon
Uber
UBER
+$1.67M
5
ILMN icon
Illumina
ILMN
+$1.23M

Top Sells

1
+$3.29M
2
+$3.28M
3
+$3.05M
4
C icon
Citigroup
C
+$2.89M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.26M

Sector Composition

1 Technology 26.9%
2 Healthcare 22.09%
3 Communication Services 11.81%
4 Consumer Discretionary 9.6%
5 Utilities 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.28M 1.62%
16,670
-400
27
$3.14M 1.55%
58,045
-3,950
28
$3.12M 1.54%
30,555
+1,845
29
$2.81M 1.39%
20,215
-640
30
$2.8M 1.38%
74,695
-2,525
31
$2.79M 1.37%
19,000
-190
32
$2.75M 1.36%
107,786
-1,044
33
$2.62M 1.29%
15,745
-12,925
34
$2.55M 1.26%
46,395
+700
35
$2.41M 1.19%
48,980
-190
36
$2.34M 1.15%
108,751
+5,833
37
$2.27M 1.12%
45,994
-2,270
38
$1.95M 0.96%
24,585
-16,830
39
$1.83M 0.9%
+20,625
40
$1.77M 0.88%
29,841
-75
41
$1.63M 0.8%
6,470
-1,080
42
$1.58M 0.78%
3,155
-2,015
43
$1.27M 0.63%
11,650
-500
44
$1.27M 0.62%
5,035
45
$1.23M 0.61%
+4,097
46
$1.15M 0.57%
+17,375
47
$1.02M 0.5%
5,105
48
$948K 0.47%
4,450
49
$925K 0.46%
6,200
+500
50
$915K 0.45%
3,296
-20
1
2
3 4