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
$180M
AUM Growth
+$5.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.63M
3
+$264K
4
PEP icon
PepsiCo
PEP
+$218K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$213K

Top Sells

1
+$3.4M
2
+$2.07M
3
+$1.26M
4
EXAS icon
Exact Sciences
EXAS
+$789K
5
VZ icon
Verizon
VZ
+$684K

Sector Composition

1 Technology 23.85%
2 Healthcare 19.37%
3 Consumer Discretionary 14.43%
4 Industrials 10.82%
5 Communication Services 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.25M 0.69%
7,195
+350
52
$1.1M 0.61%
12,765
53
$1,000K 0.56%
9,705
+350
54
$897K 0.5%
14,628
-4,390
55
$879K 0.49%
4,613
-700
56
$840K 0.47%
13,705
+375
57
$796K 0.44%
3,610
58
$773K 0.43%
13,750
+570
59
$755K 0.42%
3,836
-534
60
$680K 0.38%
7,300
-75
61
$664K 0.37%
8,050
+3,200
62
$606K 0.34%
2,306
-219
63
$601K 0.33%
1,750
64
$600K 0.33%
17,850
-596
65
$532K 0.3%
16,050
+4,000
66
$504K 0.28%
6,923
+524
67
$491K 0.27%
1,505
68
$474K 0.26%
145,250
-19,425
69
$453K 0.25%
3,340
-1,690
70
$433K 0.24%
2,906
71
$395K 0.22%
1,604
72
$390K 0.22%
855
73
$347K 0.19%
11,200
74
$341K 0.19%
1,646
+46
75
$311K 0.17%
3,500
-80
1 2
3
4