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
$264M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.63M
3
+$1.42M
4
ALGN icon
Align Technology
ALGN
+$1.4M
5
TTWO icon
Take-Two Interactive
TTWO
+$1.19M

Top Sells

1
+$2.23M
2
+$1.05M
3
+$437K
4
ABBV icon
AbbVie
ABBV
+$380K
5
UNP icon
Union Pacific
UNP
+$362K

Sector Composition

1 Technology 26.64%
2 Healthcare 13.91%
3 Consumer Discretionary 12.44%
4 Communication Services 12.21%
5 Financials 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.94M 1.49%
57,818
-1,829
27
$3.9M 1.48%
24,087
-687
28
$3.84M 1.45%
25,060
-1,035
29
$3.74M 1.42%
16,906
+5
30
$3.5M 1.33%
48,740
-2,364
31
$3.39M 1.29%
38,375
+18,435
32
$3.34M 1.27%
20,631
-264
33
$3.11M 1.18%
107,578
+4,790
34
$3.1M 1.18%
93,107
-1,504
35
$2.97M 1.12%
17,122
-575
36
$2.96M 1.12%
37,929
+410
37
$2.95M 1.12%
36,593
-1,002
38
$2.94M 1.12%
11,567
+5,523
39
$2.9M 1.1%
12,840
+704
40
$2.85M 1.08%
22,971
+1,566
41
$2.82M 1.07%
10,200
-280
42
$2.64M 1%
11,371
-523
43
$2.61M 0.99%
74,398
-801
44
$2.59M 0.98%
18,998
+713
45
$2.49M 0.94%
49,800
+1,550
46
$2.45M 0.93%
105,894
-2,968
47
$2.31M 0.88%
7,587
-195
48
$2.31M 0.87%
14,999
+7,769
49
$2.1M 0.8%
10,482
+303
50
$2M 0.76%
13,137
+2,015
1
2
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