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
$213M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$4.11M
3
+$3.41M
4
ABBV icon
AbbVie
ABBV
+$3.3M
5
SITC icon
SITE Centers
SITC
+$3.2M

Top Sells

1
+$5.68M
2
+$4.61M
3
+$3.95M
4
BX icon
Blackstone
BX
+$1.96M
5
ILMN icon
Illumina
ILMN
+$1.51M

Sector Composition

1 Healthcare 19.77%
2 Communication Services 17.97%
3 Technology 10.07%
4 Consumer Discretionary 9.46%
5 Financials 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$758K 0.36%
7,550
+50
52
$740K 0.35%
5,009
53
$660K 0.31%
13,900
+7,355
54
$658K 0.31%
8,500
55
$652K 0.31%
34,400
+4,600
56
$635K 0.3%
20,788
+5,700
57
$629K 0.3%
6,250
58
$627K 0.29%
6,375
-100
59
$616K 0.29%
+11,675
60
$611K 0.29%
49,680
-3,000
61
$611K 0.29%
5,300
-250
62
$596K 0.28%
3,969
63
$594K 0.28%
45,650
-150
64
$593K 0.28%
+509
65
$541K 0.25%
42,975
-8,535
66
$517K 0.24%
4,550
67
$508K 0.24%
11,025
+5,625
68
$507K 0.24%
9,410
-300
69
$500K 0.24%
11,250
+3,750
70
$488K 0.23%
4,125
+1,875
71
$480K 0.23%
+4,825
72
$474K 0.22%
+12,750
73
$474K 0.22%
+7,450
74
$463K 0.22%
9,989
75
$453K 0.21%
14,050
-1,000
1 2
3
4 5