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
$267M
AUM Growth
+$3.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$1.95M
3
+$1.94M
4
O icon
Realty Income
O
+$1.47M
5
ILMN icon
Illumina
ILMN
+$889K

Top Sells

1
+$3.39M
2
+$1.42M
3
+$979K
4
PFE icon
Pfizer
PFE
+$702K
5
EXAS icon
Exact Sciences
EXAS
+$640K

Sector Composition

1 Technology 26.35%
2 Consumer Discretionary 13.41%
3 Communication Services 13.18%
4 Healthcare 12.23%
5 Financials 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.96M 0.73%
51,375
+1,575
52
$1.95M 0.73%
+22,680
53
$1.94M 0.73%
+15,438
54
$1.92M 0.72%
14,349
+6,650
55
$1.84M 0.69%
34,083
-1,517
56
$1.7M 0.63%
6,574
+770
57
$1.49M 0.56%
11,117
+382
58
$1.47M 0.55%
+27,500
59
$1.38M 0.52%
3,800
-450
60
$1.32M 0.49%
12,225
-30
61
$1.32M 0.49%
14,243
-345
62
$1.29M 0.48%
11,400
63
$1.28M 0.48%
2,825
-100
64
$1.28M 0.48%
9,300
+487
65
$1.28M 0.48%
13,982
-930
66
$1.1M 0.41%
9,140
+6,965
67
$988K 0.37%
26,244
+410
68
$951K 0.36%
1,660
69
$948K 0.35%
19,605
+685
70
$928K 0.35%
3,360
-50
71
$863K 0.32%
28,098
-46,300
72
$857K 0.32%
1,462
-13
73
$777K 0.29%
7,227
-100
74
$696K 0.26%
9,050
75
$646K 0.24%
705
-50
1 2
3
4 5