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
$263M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$4.46M
3
+$2.07M
4
CCI icon
Crown Castle
CCI
+$985K
5
GILD icon
Gilead Sciences
GILD
+$786K

Top Sells

1
+$6.09M
2
+$3.27M
3
+$2.33M
4
EXAS icon
Exact Sciences
EXAS
+$1.62M
5
CHWY icon
Chewy
CHWY
+$621K

Sector Composition

1 Technology 35.56%
2 Healthcare 16.29%
3 Consumer Discretionary 14.35%
4 Communication Services 11.37%
5 Financials 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.51M 0.57%
161,175
52
$1.36M 0.52%
33,115
-3,435
53
$1.35M 0.51%
5,220
+375
54
$1.27M 0.48%
9,525
-1,170
55
$1.23M 0.47%
4,100
56
$1.19M 0.45%
15,291
-20,835
57
$1.14M 0.43%
5,500
58
$1.1M 0.42%
10,625
59
$1.09M 0.41%
2,856
60
$1.04M 0.39%
57,060
-60
61
$1.02M 0.39%
4,050
62
$989K 0.38%
9,430
-700
63
$985K 0.37%
+4,720
64
$938K 0.36%
14,055
-100
65
$921K 0.35%
38,700
66
$786K 0.3%
+10,820
67
$773K 0.29%
13,730
-1,250
68
$696K 0.26%
3,600
69
$650K 0.25%
1,700
70
$625K 0.24%
2,675
+175
71
$606K 0.23%
6,242
-498
72
$605K 0.23%
4,180
-200
73
$596K 0.23%
3,762
74
$570K 0.22%
2,533
75
$536K 0.2%
12,050
1 2
3
4