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
$246M
AUM Growth
+$5.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$3.11M
3
+$2.92M
4
COHR icon
Coherent
COHR
+$2.35M
5
NFLX icon
Netflix
NFLX
+$1.96M

Top Sells

1
+$4.52M
2
+$4.19M
3
+$3.98M
4
LH icon
Labcorp
LH
+$3.02M
5
MCD icon
McDonald's
MCD
+$2.25M

Sector Composition

1 Technology 32.55%
2 Healthcare 17.69%
3 Consumer Discretionary 13.7%
4 Communication Services 10.5%
5 Industrials 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.56M 0.63%
+59,186
52
$1.52M 0.62%
+19,130
53
$1.49M 0.61%
10,643
54
$1.38M 0.56%
4,635
55
$1.35M 0.55%
11,650
56
$1.33M 0.54%
5,562
+550
57
$1.2M 0.49%
5,500
58
$1.18M 0.48%
37,356
-64,138
59
$1.14M 0.46%
4,100
60
$929K 0.38%
38,700
61
$887K 0.36%
10,625
-2,100
62
$846K 0.34%
14,155
-30,075
63
$645K 0.26%
1,700
64
$626K 0.25%
6,740
65
$620K 0.25%
3,525
66
$615K 0.25%
2,525
+400
67
$585K 0.24%
3,762
68
$572K 0.23%
34,000
-2,000
69
$572K 0.23%
3,600
70
$549K 0.22%
4,380
-3,060
71
$447K 0.18%
10,850
-9,700
72
$434K 0.18%
1,500
73
$336K 0.14%
850
74
$312K 0.13%
3,750
75
$302K 0.12%
4,200
1 2
3
4