BHA

Beech Hill Advisors Portfolio holdings

AUM $209M
1-Year Est. Return 25.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$190M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$4.23M
2
+$4.06M
3
+$2.97M
4
ALB icon
Albemarle
ALB
+$2.7M
5
TAP icon
Molson Coors Class B
TAP
+$2.38M

Top Sells

1
+$4.35M
2
+$3.83M
3
+$3.48M
4
AMZN icon
Amazon
AMZN
+$3.22M
5
DHR icon
Danaher
DHR
+$2.46M

Sector Composition

1 Technology 16.9%
2 Communication Services 15.72%
3 Healthcare 14.9%
4 Industrials 10.68%
5 Financials 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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