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
$245M
AUM Growth
-$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$4.39M
2
+$3.2M
3
+$2.3M
4
DIS icon
Walt Disney
DIS
+$2.21M
5
CHPT icon
ChargePoint
CHPT
+$1.18M

Top Sells

1
+$6.66M
2
+$3.57M
3
+$2.45M
4
VZ icon
Verizon
VZ
+$1.45M
5
EXC icon
Exelon
EXC
+$1.36M

Sector Composition

1 Technology 33.87%
2 Consumer Discretionary 16.61%
3 Healthcare 14.9%
4 Communication Services 10.81%
5 Industrials 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.52M 1.44%
56,809
-65
27
$3.51M 1.43%
57,899
+131
28
$3.5M 1.43%
29,619
-79
29
$3.47M 1.42%
16,351
+1,056
30
$3.39M 1.38%
40,455
31
$3.37M 1.38%
48,221
+32,930
32
$3.29M 1.34%
25,900
+100
33
$3.19M 1.3%
85,100
+17,050
34
$3.11M 1.27%
12,580
+805
35
$3.03M 1.24%
12,051
+26
36
$3.01M 1.23%
19,670
-31
37
$2.95M 1.2%
59,499
+4,100
38
$2.95M 1.2%
52,868
-847
39
$2.86M 1.17%
100,502
+16
40
$2.85M 1.16%
24,995
+45
41
$2.77M 1.13%
20,818
+812
42
$2.63M 1.07%
22,695
+1,955
43
$2.53M 1.03%
34,940
44
$2.53M 1.03%
55,266
45
$2.49M 1.02%
31,060
46
$2.38M 0.97%
11,597
+266
47
$2.33M 0.95%
31,979
-91,178
48
$2.31M 0.94%
5,813
+2,957
49
$2.27M 0.93%
45,650
50
$1.68M 0.68%
8,752
+915
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