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
$251M
AUM Growth
-$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$2.23M
3
+$2.22M
4
ADBE icon
Adobe
ADBE
+$1.27M
5
EXAS icon
Exact Sciences
EXAS
+$583K

Top Sells

1
+$2.43M
2
+$1.92M
3
+$937K
4
KHC icon
Kraft Heinz
KHC
+$863K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$826K

Sector Composition

1 Technology 25.99%
2 Healthcare 12.74%
3 Communication Services 12.62%
4 Consumer Discretionary 12.49%
5 Financials 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.07M 0.82%
54,675
+3,300
52
$2M 0.8%
78,914
-2,210
53
$1.98M 0.79%
33,188
-895
54
$1.77M 0.71%
7,275
+250
55
$1.62M 0.64%
22,450
-230
56
$1.61M 0.64%
15,273
-165
57
$1.59M 0.63%
14,188
-55
58
$1.57M 0.62%
6,709
+135
59
$1.56M 0.62%
26,885
-615
60
$1.51M 0.6%
12,375
+150
61
$1.5M 0.6%
11,300
-100
62
$1.38M 0.55%
9,451
+151
63
$1.27M 0.51%
+3,324
64
$1.25M 0.5%
3,800
65
$1.17M 0.47%
25,489
-755
66
$1.01M 0.4%
9,840
+700
67
$1.01M 0.4%
20,214
+609
68
$978K 0.39%
3,240
-120
69
$902K 0.36%
6,884
+2,494
70
$900K 0.36%
10,360
+3,440
71
$866K 0.34%
1,585
-75
72
$860K 0.34%
7,227
73
$799K 0.32%
8,708
-5,274
74
$698K 0.28%
1,500
-5
75
$679K 0.27%
1,275
-1,550
1 2
3
4 5