BHA

Beech Hill Advisors Portfolio holdings

AUM $214M
1-Year Est. Return 23.2%
This Quarter Est. Return
1 Year Est. Return
+23.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$263M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$4.46M
3
+$2.07M
4
CCI icon
Crown Castle
CCI
+$985K
5
GILD icon
Gilead Sciences
GILD
+$786K

Top Sells

1
+$6.09M
2
+$3.27M
3
+$2.33M
4
EXAS icon
Exact Sciences
EXAS
+$1.62M
5
CHWY icon
Chewy
CHWY
+$621K

Sector Composition

1 Technology 35.56%
2 Healthcare 16.29%
3 Consumer Discretionary 14.35%
4 Communication Services 11.37%
5 Financials 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.89M 1.48%
15,295
27
$3.86M 1.47%
18,001
+2,921
28
$3.79M 1.44%
17,487
+466
29
$3.53M 1.34%
40,455
-300
30
$3.52M 1.34%
12,025
+40
31
$3.5M 1.33%
20,997
+30
32
$3.4M 1.29%
53,715
+570
33
$3.37M 1.28%
56,874
+2,959
34
$3.34M 1.27%
25,800
-430
35
$3.22M 1.22%
19,701
+31
36
$3.16M 1.2%
11,775
-12
37
$3.03M 1.15%
100,486
+630
38
$3.01M 1.15%
20,006
+1
39
$2.89M 1.1%
24,950
+700
40
$2.85M 1.08%
55,399
+169
41
$2.47M 0.94%
11,331
+51
42
$2.39M 0.91%
34,940
+2,240
43
$2.37M 0.9%
55,266
+748
44
$2.35M 0.89%
45,267
-8,529
45
$2.07M 0.78%
+31,060
46
$1.91M 0.72%
45,650
-300
47
$1.64M 0.62%
11,650
48
$1.59M 0.6%
4,288
+66
49
$1.58M 0.6%
7,837
+2,225
50
$1.52M 0.58%
19,365
-625
1
2
3 4