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
$203M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$3.52M
3
+$2.51M
4
SLG icon
SL Green Realty
SLG
+$2.32M
5
NUE icon
Nucor
NUE
+$1.71M

Top Sells

1
+$2.85M
2
+$2.85M
3
+$2.54M
4
INTC icon
Intel
INTC
+$2.43M
5
SLB icon
SLB Limited
SLB
+$2.35M

Sector Composition

1 Technology 17.66%
2 Communication Services 16.45%
3 Healthcare 15.38%
4 Financials 11.17%
5 Consumer Discretionary 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$264K 0.13%
14,225
77
$263K 0.13%
4,125
78
$259K 0.13%
+1,500
79
$246K 0.12%
1,827
+1
80
$244K 0.12%
+3,383
81
$232K 0.11%
1,500
82
$212K 0.1%
1,705
+1
83
$204K 0.1%
+2,850
84
$198K 0.1%
92,150
-7,000
85
$34K 0.02%
80
+3
86
– –
-6,500
87
– –
-5,300
88
– –
-1,656
89
– –
-7,200
90
– –
-4,194
91
– –
-12,117
1 2 3
4