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
$187M
AUM Growth
-$57.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.81M
3
+$368K
4
GM icon
General Motors
GM
+$189K
5
BA icon
Boeing
BA
+$116K

Top Sells

1
+$2.85M
2
+$2.53M
3
+$1.53M
4
CSCO icon
Cisco
CSCO
+$1.48M
5
AAPL icon
Apple
AAPL
+$1.18M

Sector Composition

1 Technology 28.63%
2 Healthcare 17.39%
3 Consumer Discretionary 15.49%
4 Communication Services 9.83%
5 Industrials 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.35M 0.72%
46,150
+500
52
$1.31M 0.7%
9,602
+850
53
$1.24M 0.66%
11,400
54
$1.12M 0.6%
4,100
55
$1M 0.54%
9,355
-75
56
$881K 0.47%
4,130
+80
57
$877K 0.47%
162,675
58
$863K 0.46%
17,011
+250
59
$844K 0.45%
13,330
60
$811K 0.43%
4,815
+95
61
$779K 0.42%
4,344
-211
62
$778K 0.42%
12,585
+825
63
$770K 0.41%
18,060
-34,808
64
$742K 0.4%
13,180
-400
65
$711K 0.38%
7,675
-1,650
66
$710K 0.38%
3,610
67
$614K 0.33%
2,525
-8
68
$578K 0.31%
18,196
+5,950
69
$520K 0.28%
1,750
70
$433K 0.23%
1,505
71
$410K 0.22%
855
-11
72
$405K 0.22%
6,242
73
$401K 0.21%
16,250
+1,200
74
$392K 0.21%
3,580
75
$375K 0.2%
12,050
1 2
3
4