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
$197M
AUM Growth
+$50.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$4.47M
2
+$4M
3
+$3.5M
4
LH icon
Labcorp
LH
+$3.33M
5
RTX icon
RTX Corp
RTX
+$3.29M

Top Sells

1
+$4M
2
+$3.09M
3
+$3.07M
4
NTAP icon
NetApp
NTAP
+$2.95M
5
RTN
Raytheon Company
RTN
+$2.84M

Sector Composition

1 Technology 23.38%
2 Healthcare 21.23%
3 Communication Services 13.62%
4 Consumer Discretionary 8.62%
5 Industrials 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$794K 0.4%
4,450
+250
52
$764K 0.39%
4,167
53
$756K 0.38%
154,685
54
$721K 0.37%
5,700
+100
55
$706K 0.36%
5,035
+100
56
$603K 0.31%
2,558
57
$590K 0.3%
9,075
-325
58
$557K 0.28%
7,880
59
$549K 0.28%
4,925
+200
60
$511K 0.26%
44,150
61
$504K 0.26%
5,360
62
$456K 0.23%
3,600
63
$425K 0.22%
3,350
64
$409K 0.21%
1,350
65
$394K 0.2%
+400
66
$387K 0.2%
2,925
+750
67
$385K 0.2%
1,950
68
$365K 0.19%
13,030
-300
69
$352K 0.18%
6,000
-4,000
70
$341K 0.17%
14,350
71
$323K 0.16%
6,530
+1,206
72
$318K 0.16%
1,500
73
$312K 0.16%
6,320
+150
74
$308K 0.16%
1,603
-887
75
$298K 0.15%
16,200
-104,700
1 2
3
4