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
$245M
AUM Growth
-$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$4.39M
2
+$3.2M
3
+$2.3M
4
DIS icon
Walt Disney
DIS
+$2.21M
5
CHPT icon
ChargePoint
CHPT
+$1.18M

Top Sells

1
+$6.66M
2
+$3.57M
3
+$2.45M
4
VZ icon
Verizon
VZ
+$1.45M
5
EXC icon
Exelon
EXC
+$1.36M

Sector Composition

1 Technology 33.87%
2 Consumer Discretionary 16.61%
3 Healthcare 14.9%
4 Communication Services 10.81%
5 Industrials 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.62M 0.66%
19,098
-267
52
$1.57M 0.64%
6,770
+1,550
53
$1.55M 0.63%
4,555
+267
54
$1.53M 0.62%
111,190
+54,130
55
$1.45M 0.59%
4,100
56
$1.35M 0.55%
11,400
-250
57
$1.34M 0.55%
10,331
+806
58
$1.21M 0.5%
162,675
+1,500
59
$1.11M 0.45%
4,050
60
$1.05M 0.43%
9,430
61
$944K 0.39%
9,325
-1,300
62
$933K 0.38%
13,330
-725
63
$871K 0.36%
4,720
64
$854K 0.35%
16,761
-28,506
65
$793K 0.32%
13,580
-150
66
$772K 0.32%
3,610
+10
67
$699K 0.29%
11,760
+940
68
$616K 0.25%
6,242
69
$613K 0.25%
2,533
70
$603K 0.25%
2,725
+50
71
$578K 0.24%
1,750
+50
72
$569K 0.23%
15,050
+450
73
$536K 0.22%
12,246
+5,875
74
$513K 0.21%
3,762
75
$500K 0.2%
3,580
-600
1 2
3
4