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
$183M
AUM Growth
+$9.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$3.34M
3
+$3.15M
4
FLR icon
Fluor
FLR
+$2.56M
5
DHR icon
Danaher
DHR
+$2.1M

Top Sells

1
+$4.71M
2
+$4.1M
3
+$3.11M
4
UL icon
Unilever
UL
+$2.94M
5
DKS icon
Dick's Sporting Goods
DKS
+$2.1M

Sector Composition

1 Communication Services 16.55%
2 Technology 16.04%
3 Healthcare 13.12%
4 Consumer Discretionary 12.43%
5 Energy 11.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$595K 0.33%
+25,550
52
$580K 0.32%
4,957
53
$566K 0.31%
3,691
54
$558K 0.31%
46,450
-16,250
55
$552K 0.3%
3,800
56
$509K 0.28%
5,565
+150
57
$487K 0.27%
6,875
-66,550
58
$476K 0.26%
+7,910
59
$471K 0.26%
3,330
-423
60
$445K 0.24%
238
-61
61
$401K 0.22%
2,729
62
$400K 0.22%
2,156
63
$362K 0.2%
95,300
+8,500
64
$348K 0.19%
3,155
+1,250
65
$345K 0.19%
2,003
+418
66
$334K 0.18%
1,507
-357
67
$317K 0.17%
1,170
-95
68
$309K 0.17%
4,125
69
$308K 0.17%
6,780
+400
70
$285K 0.16%
+8,500
71
$261K 0.14%
5,600
72
$258K 0.14%
3,350
73
$248K 0.14%
6,400
-3,300
74
$248K 0.14%
1,550
75
$246K 0.13%
9,100
+500
1 2
3
4