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
$193M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$4.08M
3
+$3.19M
4
AVGO icon
Broadcom
AVGO
+$2.68M
5
EA icon
Electronic Arts
EA
+$1.8M

Top Sells

1
+$5.34M
2
+$5.2M
3
+$4.08M
4
CCL icon
Carnival Corp
CCL
+$2.94M
5
PWR icon
Quanta Services
PWR
+$1.71M

Sector Composition

1 Communication Services 16.78%
2 Healthcare 14.94%
3 Technology 13.78%
4 Financials 12.37%
5 Industrials 10.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$583K 0.3%
7,550
52
$581K 0.3%
4,904
53
$522K 0.27%
6,750
54
$500K 0.26%
4,275
55
$481K 0.25%
3,600
56
$468K 0.24%
2,258
57
$466K 0.24%
37,100
-1,000
58
$450K 0.23%
1,000
+500
59
$448K 0.23%
65,000
60
$411K 0.21%
6,880
-100
61
$364K 0.19%
1,550
62
$361K 0.19%
4,250
+1,000
63
$359K 0.19%
3,350
64
$356K 0.18%
+3,883
65
$320K 0.17%
+10,500
66
$264K 0.14%
13,200
67
$259K 0.13%
1,700
68
$252K 0.13%
+2,825
69
$245K 0.13%
7,250
70
$243K 0.13%
+3,500
71
$243K 0.13%
3,775
72
$241K 0.13%
1,500
73
$119K 0.06%
+2,191
74
$39K 0.02%
76
+6
75
– –
-5,300
1 2
3
4