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
$158M
AUM Growth
+$1.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$3.84M
3
+$3.77M
4
QCOM icon
Qualcomm
QCOM
+$3.71M
5
GM icon
General Motors
GM
+$2.96M

Top Sells

1
+$3.89M
2
+$3.72M
3
+$3.64M
4
WMB icon
Williams Companies
WMB
+$3.3M
5
KKR icon
KKR & Co
KKR
+$3.15M

Sector Composition

1 Communication Services 21.86%
2 Healthcare 19.46%
3 Technology 12.62%
4 Real Estate 11.81%
5 Consumer Discretionary 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$540K 0.34%
5,009
52
$529K 0.33%
3,662
-150
53
$506K 0.32%
7,350
54
$444K 0.28%
+8,400
55
$444K 0.28%
3,800
56
$442K 0.28%
5,750
-1,255
57
$433K 0.27%
9,639
58
$419K 0.26%
9,910
-575
59
$405K 0.26%
2,713
60
$404K 0.26%
5,940
+1,900
61
$396K 0.25%
4,700
-2,825
62
$389K 0.25%
21,117
+10,000
63
$378K 0.24%
+4,700
64
$364K 0.23%
39,185
+27,850
65
$357K 0.23%
12,200
-132,885
66
$348K 0.22%
5,265
-400
67
$338K 0.21%
+1,443
68
$320K 0.2%
+12,900
69
$317K 0.2%
8,500
70
$315K 0.2%
+3,243
71
$295K 0.19%
2,506
-50
72
$280K 0.18%
7,380
73
$275K 0.17%
40,600
+3,900
74
$269K 0.17%
3,450
+150
75
$260K 0.16%
6,576
+1,871
1 2
3
4 5