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
$215M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$4.31M
2 +$4.24M
3 +$3.33M
4
CSCO icon
Cisco
CSCO
+$2.09M
5
NTR icon
Nutrien
NTR
+$1.96M

Top Sells

1 +$5.86M
2 +$3.2M
3 +$1.84M
4
DBX icon
Dropbox
DBX
+$1.78M
5
CVS icon
CVS Health
CVS
+$394K

Sector Composition

1 Healthcare 21.05%
2 Technology 20.84%
3 Financials 10.83%
4 Communication Services 10.17%
5 Industrials 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-3,000
77
-7,300
78
-88,175
79
-7,000
80
-6,717
81
-26,521