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
$191M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$4.94M
2
+$4.22M
3
+$3.88M
4
RTN
Raytheon Company
RTN
+$3.87M
5
DOW icon
Dow Inc
DOW
+$3.69M

Top Sells

1
+$4.33M
2
+$3.87M
3
+$2.53M
4
KHC icon
Kraft Heinz
KHC
+$1.77M
5
PYPL icon
PayPal
PYPL
+$1.37M

Sector Composition

1 Technology 20.53%
2 Healthcare 17.18%
3 Industrials 14.87%
4 Financials 10.31%
5 Energy 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$655K 0.34%
5,860
52
$616K 0.32%
6,955
53
$601K 0.32%
8,900
54
$579K 0.3%
4,904
55
$569K 0.3%
49,000
56
$532K 0.28%
12,965
-407
57
$530K 0.28%
3,600
58
$523K 0.27%
39,000
59
$517K 0.27%
3,150
+100
60
$471K 0.25%
2,558
+300
61
$426K 0.22%
7,880
+1,000
62
$412K 0.22%
6,750
63
$409K 0.21%
4,675
+600
64
$399K 0.21%
1,950
+675
65
$384K 0.2%
3,350
66
$383K 0.2%
25,000
67
$357K 0.19%
1,350
68
$306K 0.16%
3,750
69
$301K 0.16%
1,500
70
$287K 0.15%
+1,100
71
$240K 0.13%
3,500
72
$220K 0.12%
+5,117
73
$214K 0.11%
+1,883
74
$207K 0.11%
2,700
75
$203K 0.11%
+6,800
1 2
3
4