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
-$5.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.69M
3
+$2.53M
4
CHPT icon
ChargePoint
CHPT
+$1.14M
5
UNP icon
Union Pacific
UNP
+$794K

Top Sells

1
+$3.47M
2
+$2.26M
3
+$1.66M
4
PFE icon
Pfizer
PFE
+$1.64M
5
T icon
AT&T
T
+$1.38M

Sector Composition

1 Technology 32.46%
2 Healthcare 16.6%
3 Consumer Discretionary 14.75%
4 Communication Services 10.59%
5 Industrials 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.77M 1.57%
57,151
+165
27
$3.61M 1.5%
24,250
+555
28
$3.52M 1.46%
20,967
+666
29
$3.45M 1.43%
36,126
+2,905
30
$3.24M 1.35%
29,698
+4,300
31
$3.18M 1.32%
11,985
-115
32
$3.05M 1.27%
26,230
-9,040
33
$3.03M 1.26%
20,005
34
$2.94M 1.22%
55,230
+750
35
$2.91M 1.21%
53,796
+1,175
36
$2.89M 1.2%
53,145
+410
37
$2.84M 1.18%
11,787
-112
38
$2.84M 1.18%
+99,856
39
$2.83M 1.17%
53,915
-85
40
$2.8M 1.16%
54,518
+4,975
41
$2.75M 1.14%
19,670
42
$2.75M 1.14%
15,080
+125
43
$2.53M 1.05%
+11,280
44
$2.33M 0.97%
10,568
-15,742
45
$1.94M 0.81%
32,700
+370
46
$1.67M 0.69%
4,222
47
$1.57M 0.65%
161,175
-2,550
48
$1.5M 0.62%
45,950
+1,900
49
$1.46M 0.61%
19,990
-31,000
50
$1.42M 0.59%
10,695
+52
1
2
3 4