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
$251M
AUM Growth
-$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$2.23M
3
+$2.22M
4
ADBE icon
Adobe
ADBE
+$1.27M
5
EXAS icon
Exact Sciences
EXAS
+$583K

Top Sells

1
+$2.43M
2
+$1.92M
3
+$937K
4
KHC icon
Kraft Heinz
KHC
+$863K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$826K

Sector Composition

1 Technology 25.99%
2 Healthcare 12.74%
3 Communication Services 12.62%
4 Consumer Discretionary 12.49%
5 Financials 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.58M 1.43%
9,778
+45
27
$3.57M 1.42%
14,553
-250
28
$3.42M 1.36%
31,567
+20,450
29
$3.39M 1.35%
23,502
-21
30
$3.39M 1.35%
26,816
-307
31
$3.39M 1.35%
47,302
-1,655
32
$3.17M 1.26%
+53,067
33
$3.09M 1.23%
18,657
-587
34
$3.09M 1.23%
14,957
+1,579
35
$3.08M 1.23%
14,860
-379
36
$3.04M 1.21%
34,582
-870
37
$3.03M 1.21%
17,789
+615
38
$2.84M 1.13%
87,048
-1,650
39
$2.69M 1.07%
12,349
+45
40
$2.6M 1.03%
108,240
+1,359
41
$2.59M 1.03%
59,911
+13,476
42
$2.57M 1.02%
39,325
+1,675
43
$2.54M 1.01%
6,931
-57
44
$2.52M 1%
8,250
-1,000
45
$2.36M 0.94%
13,855
46
$2.29M 0.91%
20,781
+45
47
$2.26M 0.9%
7,231
-65
48
$2.23M 0.89%
+4,490
49
$2.1M 0.84%
10,654
+91
50
$2.07M 0.82%
21,488
+176
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