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
$213M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$4.11M
3
+$3.41M
4
ABBV icon
AbbVie
ABBV
+$3.3M
5
SITC icon
SITE Centers
SITC
+$3.2M

Top Sells

1
+$5.68M
2
+$4.61M
3
+$3.95M
4
BX icon
Blackstone
BX
+$1.96M
5
ILMN icon
Illumina
ILMN
+$1.51M

Sector Composition

1 Healthcare 19.77%
2 Communication Services 17.97%
3 Technology 10.07%
4 Consumer Discretionary 9.46%
5 Financials 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$443K 0.21%
+11,250
77
$438K 0.21%
7,035
78
$435K 0.2%
6,750
79
$424K 0.2%
3,800
80
$419K 0.2%
6,910
81
$411K 0.19%
+10,880
82
$411K 0.19%
13,875
+200
83
$406K 0.19%
+9,725
84
$402K 0.19%
4,900
85
$380K 0.18%
4,985
-1,633
86
$364K 0.17%
6,000
-800
87
$353K 0.17%
+9,475
88
$326K 0.15%
7,541
+875
89
$320K 0.15%
4,346
-1,000
90
$314K 0.15%
146,400
+15,600
91
$303K 0.14%
+553
92
$297K 0.14%
1,935
-38
93
$289K 0.14%
+15,000
94
$285K 0.13%
3,630
-200
95
$281K 0.13%
9,620
+200
96
$275K 0.13%
+19
97
$273K 0.13%
4,088
98
$272K 0.13%
6,700
99
$267K 0.13%
3,340
+300
100
$266K 0.13%
84,730
+33,804
2 3
4
5 6