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
$225M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$2.7M
3
+$2.35M
4
TJX icon
TJX Companies
TJX
+$2.23M
5
VZ icon
Verizon
VZ
+$1.89M

Top Sells

1
+$3.35M
2
+$3.3M
3
+$3.14M
4
GLW icon
Corning
GLW
+$2.18M
5
GLNG icon
Golar LNG
GLNG
+$486K

Sector Composition

1 Technology 29.94%
2 Healthcare 20.82%
3 Communication Services 11.57%
4 Consumer Discretionary 10%
5 Financials 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.06M 0.47%
5,800
-400
52
$1.05M 0.47%
8,734
+1,046
53
$951K 0.42%
4,100
-350
54
$883K 0.39%
4,875
+150
55
$869K 0.39%
3,271
-25
56
$860K 0.38%
4,017
-150
57
$707K 0.31%
5,562
-3,000
58
$673K 0.3%
7,680
59
$670K 0.3%
400
60
$586K 0.26%
19,350
-10,000
61
$572K 0.25%
8,375
-4,700
62
$554K 0.25%
3,600
63
$550K 0.24%
3,350
64
$541K 0.24%
3,650
-2,500
65
$509K 0.23%
1,350
66
$507K 0.23%
6,740
67
$502K 0.22%
2,183
-375
68
$448K 0.2%
1,700
-250
69
$403K 0.18%
10,030
-3,000
70
$395K 0.18%
1,500
71
$378K 0.17%
4,500
72
$372K 0.17%
22,200
-500
73
$358K 0.16%
2,250
-1,000
74
$312K 0.14%
1,883
75
$302K 0.13%
4,320
-3,000
1 2
3
4