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
$193M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$4.08M
3
+$3.19M
4
AVGO icon
Broadcom
AVGO
+$2.68M
5
EA icon
Electronic Arts
EA
+$1.8M

Top Sells

1
+$5.34M
2
+$5.2M
3
+$4.08M
4
CCL icon
Carnival Corp
CCL
+$2.94M
5
PWR icon
Quanta Services
PWR
+$1.71M

Sector Composition

1 Communication Services 16.78%
2 Healthcare 14.94%
3 Technology 13.78%
4 Financials 12.37%
5 Industrials 10.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-51,325
77
– –
-83,252
78
– –
-3,600
79
– –
-51,200
80
– –
-3,001
81
– –
-50,301
82
– –
-85,650
1 2 3
4