BHA
Beech Hill Advisors Portfolio holdings
AUM
$222M
This Quarter Return
-11.77%
1 Year Return
+21.14%
3 Year Return
+93.81%
5 Year Return
+133.89%
10 Year Return
+234.98%
AUM
$157M
AUM Growth
+$157M
(-19%)
Cap. Flow
-$13.6M
Cap. Flow
% of AUM
-8.66%
Top 10 Holdings %
Top 10 Hldgs %
38.81%
Holding
122
New
22
Increased
20
Reduced
39
Closed
30
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$6.97M |
| 2 |
Ventas
VTR
|
$5.22M |
| 3 |
TIF
Tiffany & Co.
TIF
|
$3.35M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$2.84M |
| 5 |
American Express
AXP
|
$2.5M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$6.85M |
| 2 |
Healthpeak Properties
DOC
|
$5.31M |
| 3 |
DuPont de Nemours
DD
|
$5.3M |
| 4 |
Yum! Brands
YUM
|
$5.02M |
| 5 |
United Rentals
URI
|
$4.9M |
Sector Composition
| 1 | Communication Services | 19.75% |
| 2 | Healthcare | 16.77% |
| 3 | Real Estate | 11.62% |
| 4 | Technology | 9.03% |
| 5 | Financials | 8.75% |
