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
$241M
AUM Growth
-$5.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.69M
3
+$2.53M
4
CHPT icon
ChargePoint
CHPT
+$1.14M
5
UNP icon
Union Pacific
UNP
+$794K

Top Sells

1
+$3.47M
2
+$2.26M
3
+$1.66M
4
PFE icon
Pfizer
PFE
+$1.64M
5
T icon
AT&T
T
+$1.38M

Sector Composition

1 Technology 32.46%
2 Healthcare 16.6%
3 Consumer Discretionary 14.75%
4 Communication Services 10.59%
5 Industrials 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.38M 0.57%
11,650
52
$1.37M 0.57%
57,120
-2,066
53
$1.3M 0.54%
19,130
54
$1.26M 0.52%
36,550
-806
55
$1.23M 0.51%
5,612
+50
56
$1.14M 0.47%
+2,856
57
$1.12M 0.46%
4,100
58
$1.06M 0.44%
4,845
+210
59
$1.06M 0.44%
5,500
60
$989K 0.41%
10,130
-8,985
61
$902K 0.37%
10,625
62
$862K 0.36%
14,155
63
$850K 0.35%
38,700
64
$794K 0.33%
+4,050
65
$744K 0.31%
14,980
-33,490
66
$643K 0.27%
1,700
67
$625K 0.26%
3,600
68
$616K 0.26%
3,762
69
$584K 0.24%
4,380
70
$579K 0.24%
3,425
-100
71
$564K 0.23%
6,740
72
$558K 0.23%
27,364
-67,902
73
$547K 0.23%
2,500
+1,000
74
$539K 0.22%
2,533
+8
75
$512K 0.21%
12,050
+1,200
1 2
3
4