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
$246M
AUM Growth
+$5.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$3.11M
3
+$2.92M
4
COHR icon
Coherent
COHR
+$2.35M
5
NFLX icon
Netflix
NFLX
+$1.96M

Top Sells

1
+$4.52M
2
+$4.19M
3
+$3.98M
4
LH icon
Labcorp
LH
+$3.02M
5
MCD icon
McDonald's
MCD
+$2.25M

Sector Composition

1 Technology 32.55%
2 Healthcare 17.69%
3 Consumer Discretionary 13.7%
4 Communication Services 10.5%
5 Industrials 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.75M 1.52%
50,990
-940
27
$3.74M 1.52%
15,305
-5
28
$3.69M 1.5%
40,824
+85
29
$3.59M 1.46%
6,805
+3,715
30
$3.46M 1.4%
79,945
+73,915
31
$3.43M 1.39%
35,270
-46,487
32
$3.4M 1.38%
25,398
-404
33
$3.27M 1.33%
12,100
+160
34
$3.11M 1.26%
14,955
-15
35
$3.11M 1.26%
+20,301
36
$3.06M 1.24%
54,480
+1,570
37
$2.95M 1.2%
52,621
-5,960
38
$2.92M 1.19%
54,000
+641
39
$2.92M 1.19%
+20,005
40
$2.79M 1.13%
52,735
-75,117
41
$2.75M 1.12%
11,899
-9,744
42
$2.65M 1.08%
19,670
+335
43
$2.63M 1.07%
49,543
+4,235
44
$2.42M 0.98%
48,470
-290
45
$2.35M 0.95%
+32,330
46
$2.07M 0.84%
95,266
+497
47
$2M 0.81%
163,725
+23,475
48
$1.94M 0.79%
4,222
+184
49
$1.89M 0.77%
19,115
-255
50
$1.64M 0.66%
44,050
-4,000
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