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
$175M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$759K
3
+$674K
4
ALB icon
Albemarle
ALB
+$344K
5
NSC icon
Norfolk Southern
NSC
+$336K

Top Sells

1
+$2.49M
2
+$2.37M
3
+$2.23M
4
FSLR icon
First Solar
FSLR
+$1.69M
5
XYZ
Block Inc
XYZ
+$1.67M

Sector Composition

1 Technology 25.71%
2 Healthcare 17.54%
3 Consumer Discretionary 16.01%
4 Industrials 9.88%
5 Communication Services 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.82M 1.62%
20,791
+245
27
$2.8M 1.6%
28,217
+345
28
$2.8M 1.6%
17,306
-260
29
$2.71M 1.55%
28,920
-65
30
$2.61M 1.49%
12,136
+100
31
$2.48M 1.42%
19,637
-43
32
$2.36M 1.35%
11,597
-75
33
$2.24M 1.29%
15,591
-5
34
$2.17M 1.24%
66,841
+20,755
35
$2.16M 1.24%
25,840
-50
36
$2.11M 1.21%
20,087
+20
37
$2.11M 1.21%
20,154
+292
38
$2.04M 1.17%
47,133
-66
39
$2.03M 1.16%
27,330
+170
40
$1.95M 1.12%
22,655
+40
41
$1.78M 1.02%
7,545
-790
42
$1.65M 0.95%
53,501
+100
43
$1.57M 0.9%
5,313
-21
44
$1.47M 0.84%
20,674
+150
45
$1.31M 0.75%
19,018
46
$1.27M 0.73%
46,600
+450
47
$1.25M 0.72%
4,700
+600
48
$1.23M 0.7%
10,331
49
$1.16M 0.66%
9,552
-50
50
$1.1M 0.63%
11,400
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