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
$180M
AUM Growth
+$5.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.63M
3
+$264K
4
PEP icon
PepsiCo
PEP
+$218K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$213K

Top Sells

1
+$3.4M
2
+$2.07M
3
+$1.26M
4
EXAS icon
Exact Sciences
EXAS
+$789K
5
VZ icon
Verizon
VZ
+$684K

Sector Composition

1 Technology 23.85%
2 Healthcare 19.37%
3 Consumer Discretionary 14.43%
4 Industrials 10.82%
5 Communication Services 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.98M 1.66%
19,678
+41
27
$2.76M 1.53%
11,372
-225
28
$2.72M 1.51%
20,311
+157
29
$2.53M 1.4%
11,920
-216
30
$2.52M 1.4%
50,906
-15,935
31
$2.43M 1.35%
20,219
-572
32
$2.38M 1.32%
27,200
-1,720
33
$2.24M 1.25%
47,430
+297
34
$2.15M 1.2%
21,450
-6,767
35
$2.09M 1.16%
7,925
-4,785
36
$2.07M 1.15%
7,010
-535
37
$2M 1.11%
26,130
-1,200
38
$1.97M 1.09%
26,540
+700
39
$1.94M 1.08%
14,617
-974
40
$1.86M 1.03%
9,752
+200
41
$1.77M 0.98%
46,600
42
$1.77M 0.98%
52,494
-1,007
43
$1.63M 0.9%
+14,115
44
$1.52M 0.84%
21,335
-1,320
45
$1.5M 0.83%
17,527
-2,560
46
$1.47M 0.82%
4,775
+75
47
$1.46M 0.81%
10,331
48
$1.39M 0.77%
19,264
-1,410
49
$1.32M 0.73%
5,500
-14,205
50
$1.26M 0.7%
11,472
+72
1
2
3 4