BHA
Beech Hill Advisors Portfolio holdings
AUM
$214M
1-Year Est. Return
23.2%
1 Year Est. Return
+23.2%
AUM
$222M
AUM Growth
-$29.1M
(-12%)
Holding
101
Top Buys
| 1 | +$2.25M | |
| 2 | +$1.44M | |
| 3 | +$645K | |
| 4 |
Advanced Micro Devices
AMD
|
+$337K |
| 5 |
Trade Desk
TTD
|
+$227K |
Top Sells
| 1 | +$4.54M | |
| 2 | +$3.66M | |
| 3 | +$3.36M | |
| 4 |
Uber
UBER
|
+$3.11M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$2.85M |
Sector Composition
| 1 | Technology | 27.66% |
| 2 | Communication Services | 12.6% |
| 3 | Healthcare | 12.54% |
| 4 | Consumer Discretionary | 10.87% |
| 5 | Financials | 7.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Kenvue
KVUE
$33.2B
| $1.84M | 0.83% |
87,686
-20,554
|
|
||
|
52
Advanced Micro Devices
AMD
$360B
| $1.73M | 0.78% |
12,215
+2,375
|
|
||
53
Williams Companies
WMB
$73.9B
| $1.73M | 0.78% |
27,563
-5,625
|
|
||
54
Pfizer
PFE
$147B
| $1.68M | 0.75% |
69,138
-9,776
|
|
||
55
FedEx
FDX
$67.1B
| $1.65M | 0.74% |
7,275
|
|
||
56
Abbott
ABT
$213B
| $1.49M | 0.67% |
10,950
-350
|
|
||
57
Micron Technology
MU
$291B
| $1.46M | 0.66% |
11,810
+1,450
|
|
||
58
Lennar Class A
LEN
$29.6B
| $1.44M | 0.65% |
+13,043
|
|
||
59
Realty Income
O
$52.6B
| $1.32M | 0.59% |
22,900
-3,985
|
|
||
60
Albemarle
ALB
$15.8B
| $1.3M | 0.58% |
20,669
-1,781
|
|
||
61
Adobe
ADBE
$147B
| $1.27M | 0.57% |
3,282
-42
|
|
||
62
Duke Energy
DUK
$88.7B
| $1.27M | 0.57% |
10,760
-1,615
|
|
||
63
State Street Health Care Select Sector SPDR ETF
XLV
$40.2B
| $1.26M | 0.57% |
9,370
-81
|
|
||
64
Caterpillar
CAT
$293B
| $1.26M | 0.57% |
3,250
-550
|
|
||
65
Gilead Sciences
GILD
$151B
| $1.22M | 0.55% |
11,033
-3,155
|
|
||
66
Goldman Sachs
GS
$273B
| $1.21M | 0.54% |
1,710
+125
|
|
||
67
Workday
WDAY
$58.6B
| $1.18M | 0.53% |
4,917
-1,792
|
|
||
68
State Street Financial Select Sector SPDR ETF
XLF
$53.3B
| $1.13M | 0.51% |
21,529
+1,315
|
|
||
69
State Street Industrial Select Sector SPDR ETF
XLI
$25.4B
| $1.03M | 0.46% |
6,953
+69
|
|
||
70
Exelon
EXC
$43.6B
| $997K | 0.45% |
22,968
-2,521
|
|
||
71
Chubb
CB
$117B
| $863K | 0.39% |
2,980
-260
|
|
||
72
Linde
LIN
$188B
| $704K | 0.32% |
1,500
|
|
||
73
Exxon Mobil
XOM
$504B
| $686K | 0.31% |
6,367
-860
|
|
||
74
BlackBerry
BB
$2.59B
| $651K | 0.29% |
142,200
|
|
||
75
Costco
COST
$388B
| $648K | 0.29% |
655
|
|