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
$198M
AUM Growth
-$7.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$2.39M
3
+$1.53M
4
IBM icon
IBM
IBM
+$882K
5
META icon
Meta Platforms (Facebook)
META
+$417K

Top Sells

1
+$2.33M
2
+$2.25M
3
+$820K
4
CCI icon
Crown Castle
CCI
+$691K
5
ETN icon
Eaton
ETN
+$645K

Sector Composition

1 Technology 25.36%
2 Healthcare 19.09%
3 Consumer Discretionary 12.42%
4 Communication Services 10.67%
5 Industrials 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.22M 0.62%
36,220
+500
52
$1.21M 0.61%
4,450
53
$1.12M 0.56%
19,227
-575
54
$1.11M 0.56%
8,332
+13
55
$1.1M 0.56%
11,400
56
$1.08M 0.55%
12,270
+475
57
$1.08M 0.54%
14,402
+197
58
$835K 0.42%
14,680
+825
59
$752K 0.38%
3,610
60
$666K 0.34%
141,450
-1,500
61
$639K 0.32%
40,900
+5,400
62
$615K 0.31%
1,900
63
$589K 0.3%
17,850
64
$578K 0.29%
2,150
65
$560K 0.28%
1,505
66
$550K 0.28%
5,950
67
$511K 0.26%
5,136
+117
68
$493K 0.25%
6,976
69
$483K 0.24%
855
70
$480K 0.24%
4,085
-840
71
$428K 0.22%
15,650
-400
72
$409K 0.21%
3,100
-196
73
$384K 0.19%
5,500
-2,200
74
$371K 0.19%
3,500
75
$353K 0.18%
7,908
1 2
3
4