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
$190M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$3.51M
3
+$2.69M
4
ALB icon
Albemarle
ALB
+$2.28M
5
TAP icon
Molson Coors Class B
TAP
+$2.24M

Top Sells

1
+$4.35M
2
+$3.83M
3
+$3.48M
4
AMZN icon
Amazon
AMZN
+$3.26M
5
DHR icon
Danaher
DHR
+$2.46M

Sector Composition

1 Technology 16.9%
2 Communication Services 15.72%
3 Healthcare 14.9%
4 Industrials 10.68%
5 Financials 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$526K 0.28%
6,975
-4,000
52
$520K 0.27%
3,800
53
$444K 0.23%
+72,500
54
$400K 0.21%
6,750
55
$385K 0.2%
2,258
+255
56
$360K 0.19%
6,980
57
$348K 0.18%
3,350
58
$337K 0.18%
+5,820
59
$317K 0.17%
17,850
-35,430
60
$315K 0.17%
+2,454
61
$311K 0.16%
+3,100
62
$301K 0.16%
+5,727
63
$292K 0.15%
1,550
64
$291K 0.15%
+1,000
65
$262K 0.14%
92,150
66
$251K 0.13%
1,700
-150
67
$229K 0.12%
775
-4,799
68
$225K 0.12%
4,125
69
$222K 0.12%
+8,117
70
$218K 0.11%
+6,372
71
$216K 0.11%
1,500
72
$201K 0.11%
7,250
-21,451
73
$179K 0.09%
12,225
-2,000
74
$36K 0.02%
70
-10
75
– –
-1,550
1 2
3
4