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
$264M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.63M
3
+$1.42M
4
ALGN icon
Align Technology
ALGN
+$1.4M
5
TTWO icon
Take-Two Interactive
TTWO
+$1.19M

Top Sells

1
+$2.23M
2
+$1.05M
3
+$437K
4
ABBV icon
AbbVie
ABBV
+$380K
5
UNP icon
Union Pacific
UNP
+$362K

Sector Composition

1 Technology 26.64%
2 Healthcare 13.91%
3 Consumer Discretionary 12.44%
4 Communication Services 12.21%
5 Financials 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.94M 0.74%
21,463
+8,366
52
$1.93M 0.73%
7,045
+100
53
$1.66M 0.63%
4,250
54
$1.63M 0.62%
35,600
-1,350
55
$1.42M 0.54%
+5,804
56
$1.41M 0.54%
12,255
-1,184
57
$1.37M 0.52%
14,912
-250
58
$1.36M 0.51%
8,813
+336
59
$1.35M 0.51%
2,925
-950
60
$1.3M 0.49%
10,735
+8,785
61
$1.3M 0.49%
11,400
+600
62
$1.22M 0.46%
14,588
+226
63
$1.05M 0.4%
25,834
+1,569
64
$1M 0.38%
7,699
+1,784
65
$983K 0.37%
3,410
-200
66
$859K 0.33%
7,327
-690
67
$857K 0.33%
18,920
+920
68
$846K 0.32%
1,475
+107
69
$822K 0.31%
1,660
-200
70
$798K 0.3%
62,500
+7,850
71
$718K 0.27%
1,505
72
$701K 0.27%
9,050
+1,392
73
$669K 0.25%
755
74
$661K 0.25%
14,750
-483
75
$642K 0.24%
6,493
+60
1 2
3
4 5