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
$267M
AUM Growth
+$3.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$1.95M
3
+$1.94M
4
O icon
Realty Income
O
+$1.47M
5
ILMN icon
Illumina
ILMN
+$889K

Top Sells

1
+$3.39M
2
+$1.42M
3
+$979K
4
PFE icon
Pfizer
PFE
+$702K
5
EXAS icon
Exact Sciences
EXAS
+$640K

Sector Composition

1 Technology 26.35%
2 Consumer Discretionary 13.41%
3 Communication Services 13.18%
4 Healthcare 12.23%
5 Financials 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.86M 1.44%
48,306
+2,519
27
$3.79M 1.42%
9,733
-193
28
$3.68M 1.38%
16,731
-175
29
$3.55M 1.33%
14,803
-4,083
30
$3.21M 1.2%
37,650
-279
31
$3.2M 1.2%
35,452
-1,141
32
$3.11M 1.16%
13,378
+538
33
$3.05M 1.14%
48,957
+217
34
$3.04M 1.14%
+6,988
35
$2.88M 1.08%
17,174
+52
36
$2.81M 1.05%
15,239
+240
37
$2.78M 1.04%
19,244
-1,387
38
$2.71M 1.01%
9,250
-950
39
$2.61M 0.98%
20,736
+1,738
40
$2.61M 0.98%
46,435
-11,383
41
$2.59M 0.97%
88,698
-4,409
42
$2.45M 0.92%
13,855
+718
43
$2.43M 0.91%
11,632
+65
44
$2.37M 0.89%
10,563
+81
45
$2.28M 0.85%
106,881
+987
46
$2.26M 0.84%
12,304
+933
47
$2.15M 0.81%
81,124
-26,454
48
$2.12M 0.79%
7,296
-291
49
$2.06M 0.77%
21,312
-151
50
$1.98M 0.74%
7,025
-20
1
2
3 4 5