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
+$5.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.96M
3
+$1.83M
4
UBER icon
Uber
UBER
+$1.67M
5
ILMN icon
Illumina
ILMN
+$1.23M

Top Sells

1
+$3.29M
2
+$3.28M
3
+$3.05M
4
C icon
Citigroup
C
+$2.89M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.26M

Sector Composition

1 Technology 26.9%
2 Healthcare 22.09%
3 Communication Services 11.81%
4 Consumer Discretionary 9.6%
5 Utilities 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$894K 0.44%
7,688
+627
52
$852K 0.42%
6,150
+3,225
53
$824K 0.41%
8,562
+3,202
54
$784K 0.39%
50,150
+6,000
55
$764K 0.38%
13,075
+4,000
56
$757K 0.37%
164,985
+10,300
57
$707K 0.35%
29,350
+15,000
58
$689K 0.34%
4,167
59
$650K 0.32%
2,558
60
$586K 0.29%
4,725
-200
61
$564K 0.28%
7,680
-200
62
$541K 0.27%
3,250
+1,850
63
$486K 0.24%
+80,300
64
$479K 0.24%
1,350
65
$478K 0.24%
3,350
66
$441K 0.22%
+12,000
67
$433K 0.21%
400
68
$418K 0.21%
3,600
69
$400K 0.2%
+36,146
70
$398K 0.2%
13,030
71
$394K 0.19%
7,320
+1,000
72
$392K 0.19%
1,950
73
$377K 0.19%
8,742
-66,963
74
$370K 0.18%
6,740
+210
75
$357K 0.18%
1,500
1 2
3
4