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
$148M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$4.1M
2
+$4M
3
+$3.71M
4
SNY icon
Sanofi
SNY
+$3.52M
5
MAR icon
Marriott International
MAR
+$3.24M

Top Sells

1
+$5.75M
2
+$3.06M
3
+$2.46M
4
DLR icon
Digital Realty Trust
DLR
+$1.39M
5
CMG icon
Chipotle Mexican Grill
CMG
+$718K

Sector Composition

1 Communication Services 23.12%
2 Healthcare 18.68%
3 Technology 16.14%
4 Consumer Discretionary 11.08%
5 Real Estate 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-76,250
77
– –
-3,600
78
– –
-4,500
79
– –
-91,275
80
– –
-41,675
81
– –
-2,217
82
– –
-28,800
83
– –
-1,875
1 2 3
4