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
$183M
AUM Growth
+$9.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$3.34M
3
+$3.15M
4
FLR icon
Fluor
FLR
+$2.56M
5
DHR icon
Danaher
DHR
+$2.1M

Top Sells

1
+$4.71M
2
+$4.1M
3
+$3.11M
4
UL icon
Unilever
UL
+$2.94M
5
DKS icon
Dick's Sporting Goods
DKS
+$2.1M

Sector Composition

1 Communication Services 16.55%
2 Technology 16.04%
3 Healthcare 13.12%
4 Consumer Discretionary 12.43%
5 Energy 11.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$246K 0.13%
+5,600
77
$238K 0.13%
3,200
78
$233K 0.13%
+2,600
79
$226K 0.12%
+2,100
80
$220K 0.12%
1,846
81
$219K 0.12%
4,500
82
$218K 0.12%
+2,800
83
$200K 0.11%
9,195
-4,355
84
$200K 0.11%
+1,721
85
$194K 0.11%
+77
86
$154K 0.08%
14,225
+1,000
87
$97K 0.05%
10,000
88
– –
-60,925
89
– –
-59,525
90
– –
-1,225
91
– –
-12,000
92
– –
-43,250
93
– –
-36,155
94
– –
-10,317
95
– –
-6,000
96
– –
-4,750
1 2 3
4