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
$163M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$4.12M
2
+$3.99M
3
+$3.07M
4
CCL icon
Carnival Corp
CCL
+$2.84M
5
DIS icon
Walt Disney
DIS
+$2M

Top Sells

1
+$3.52M
2
+$2.3M
3
+$2.11M
4
MRK icon
Merck
MRK
+$2.06M
5
VZ icon
Verizon
VZ
+$1.59M

Sector Composition

1 Communication Services 19.2%
2 Technology 17.64%
3 Healthcare 16.36%
4 Consumer Discretionary 13.74%
5 Real Estate 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$478K 0.29%
4,403
-1,827
52
$478K 0.29%
59,930
+20,120
53
$477K 0.29%
3,800
54
$475K 0.29%
3,691
55
$452K 0.28%
17,700
56
$414K 0.25%
2,729
+846
57
$397K 0.24%
+7,360
58
$392K 0.24%
69,300
+7,400
59
$377K 0.23%
5,290
-1,400
60
$371K 0.23%
8,500
61
$334K 0.2%
5,015
62
$331K 0.2%
10,317
+3,166
63
$328K 0.2%
+8,500
64
$319K 0.2%
4,055
65
$302K 0.18%
2,156
-75
66
$283K 0.17%
5,700
67
$281K 0.17%
4,875
+100
68
$279K 0.17%
+6,300
69
$256K 0.16%
3,650
70
$248K 0.15%
6,380
71
$246K 0.15%
8,319
+950
72
$243K 0.15%
2,500
73
$242K 0.15%
+1,050
74
$236K 0.14%
1,550
75
$227K 0.14%
2,600
-700
1 2
3
4