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
$241M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$4.88M
2
+$3.62M
3
+$3.21M
4
QCOM icon
Qualcomm
QCOM
+$2.55M
5
FSLR icon
First Solar
FSLR
+$2.05M

Top Sells

1
+$4.65M
2
+$3.17M
3
+$2.57M
4
LH icon
Labcorp
LH
+$2.01M
5
AAPL icon
Apple
AAPL
+$1.94M

Sector Composition

1 Technology 30.89%
2 Healthcare 19.14%
3 Consumer Discretionary 13.52%
4 Communication Services 9.4%
5 Financials 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.94M 1.64%
51,930
+170
27
$3.79M 1.57%
26,880
+4,985
28
$3.73M 1.55%
56,362
+23,674
29
$3.62M 1.5%
17,087
+1,222
30
$3.62M 1.5%
+24,035
31
$3.56M 1.48%
40,739
+23,464
32
$3.41M 1.41%
58,581
-3,460
33
$3.39M 1.4%
52,910
-1,740
34
$3.24M 1.35%
15,310
+745
35
$3.17M 1.31%
101,494
-2,366
36
$3.14M 1.3%
25,802
+1,482
37
$3.02M 1.25%
13,795
-9,165
38
$2.85M 1.18%
11,940
-80
39
$2.81M 1.17%
53,359
+8,395
40
$2.77M 1.15%
45,308
-28,787
41
$2.66M 1.1%
44,230
-740
42
$2.62M 1.09%
19,335
-440
43
$2.54M 1.06%
14,970
-375
44
$2.42M 1.01%
48,760
+900
45
$2.17M 0.9%
94,769
-5,091
46
$1.87M 0.78%
19,370
-605
47
$1.61M 0.67%
3,090
48
$1.58M 0.66%
48,050
+650
49
$1.51M 0.63%
4,038
-33
50
$1.4M 0.58%
11,650
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