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
$203M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$3.52M
3
+$2.51M
4
SLG icon
SL Green Realty
SLG
+$2.32M
5
NUE icon
Nucor
NUE
+$1.71M

Top Sells

1
+$2.85M
2
+$2.85M
3
+$2.54M
4
INTC icon
Intel
INTC
+$2.43M
5
SLB icon
SLB Limited
SLB
+$2.35M

Sector Composition

1 Technology 17.66%
2 Communication Services 16.45%
3 Healthcare 15.38%
4 Financials 11.17%
5 Consumer Discretionary 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$722K 0.36%
36,300
+17,700
52
$715K 0.35%
6,405
+1,850
53
$714K 0.35%
22,300
54
$700K 0.35%
3,691
55
$662K 0.33%
25,750
-550
56
$633K 0.31%
1,987
+517
57
$628K 0.31%
16,332
-9,782
58
$614K 0.3%
4,904
-53
59
$595K 0.29%
5,565
60
$555K 0.27%
3,800
61
$498K 0.25%
+3,325
62
$454K 0.22%
+1,415
63
$371K 0.18%
6,750
64
$365K 0.18%
6,980
-1,000
65
$350K 0.17%
3,350
66
$348K 0.17%
200
-13
67
$348K 0.17%
2,003
68
$327K 0.16%
5,000
+500
69
$302K 0.15%
+4,375
70
$292K 0.14%
1,850
-200
71
$288K 0.14%
1,550
72
$283K 0.14%
+7,500
73
$276K 0.14%
+6,500
74
$275K 0.14%
+2,700
75
$272K 0.13%
1,550
-735
1 2
3
4