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
$199M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$3.86M
2
+$3.16M
3
+$1.07M
4
ILMN icon
Illumina
ILMN
+$1.01M
5
DLR icon
Digital Realty Trust
DLR
+$757K

Top Sells

1
+$3.65M
2
+$1.77M
3
+$1.5M
4
FSLR icon
First Solar
FSLR
+$518K
5
SBUX icon
Starbucks
SBUX
+$488K

Sector Composition

1 Technology 27.76%
2 Healthcare 17.46%
3 Consumer Discretionary 12.97%
4 Communication Services 9.46%
5 Industrials 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.16M 0.59%
11,472
52
$1.07M 0.54%
+35,995
53
$1.04M 0.52%
10,750
+1,045
54
$1.02M 0.52%
4,888
+275
55
$1.02M 0.51%
4,450
-1,050
56
$1.01M 0.51%
12,205
-560
57
$901K 0.45%
8,050
58
$867K 0.44%
13,885
+180
59
$861K 0.43%
15,990
+2,240
60
$782K 0.39%
5,845
+2,505
61
$701K 0.35%
3,610
62
$655K 0.33%
17,850
63
$652K 0.33%
142,950
-2,300
64
$622K 0.31%
1,900
+150
65
$550K 0.28%
2,275
-31
66
$544K 0.27%
+29,700
67
$542K 0.27%
7,300
68
$530K 0.27%
1,505
69
$528K 0.27%
6,923
70
$481K 0.24%
2,906
71
$459K 0.23%
16,050
72
$442K 0.22%
7,908
-6,720
73
$425K 0.21%
855
74
$392K 0.2%
32,500
75
$364K 0.18%
3,500
1 2
3
4