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
$198M
AUM Growth
-$7.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$2.39M
3
+$1.53M
4
IBM icon
IBM
IBM
+$882K
5
META icon
Meta Platforms (Facebook)
META
+$417K

Top Sells

1
+$2.33M
2
+$2.25M
3
+$820K
4
CCI icon
Crown Castle
CCI
+$691K
5
ETN icon
Eaton
ETN
+$645K

Sector Composition

1 Technology 25.36%
2 Healthcare 19.09%
3 Consumer Discretionary 12.42%
4 Communication Services 10.67%
5 Industrials 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.29M 1.66%
13,680
-208
27
$3.19M 1.61%
96,031
+8,015
28
$3.14M 1.58%
56,023
-20
29
$3.02M 1.52%
20,849
-1,473
30
$2.98M 1.5%
102,440
-740
31
$2.88M 1.45%
19,772
-170
32
$2.83M 1.43%
26,445
-312
33
$2.82M 1.42%
13,915
-60
34
$2.74M 1.38%
81,400
-152
35
$2.59M 1.31%
6,855
-45
36
$2.48M 1.25%
10,877
-140
37
$2.45M 1.23%
45,864
-897
38
$2.39M 1.2%
+118,964
39
$2.38M 1.2%
14,050
-30
40
$2.32M 1.17%
16,566
+6,285
41
$2.29M 1.15%
25,058
-1,540
42
$2.07M 1.04%
12,580
+80
43
$2.03M 1.02%
7,700
-5
44
$1.95M 0.98%
7,345
-50
45
$1.87M 0.94%
9,752
46
$1.86M 0.94%
6,080
+50
47
$1.76M 0.89%
47,300
48
$1.67M 0.84%
4,775
49
$1.54M 0.78%
26,330
+3,140
50
$1.53M 0.77%
+26,767
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