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
$197M
AUM Growth
+$50.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$4.47M
2
+$4M
3
+$3.5M
4
LH icon
Labcorp
LH
+$3.33M
5
RTX icon
RTX Corp
RTX
+$3.29M

Top Sells

1
+$4M
2
+$3.09M
3
+$3.07M
4
NTAP icon
NetApp
NTAP
+$2.95M
5
RTN
Raytheon Company
RTN
+$2.84M

Sector Composition

1 Technology 23.38%
2 Healthcare 21.23%
3 Communication Services 13.62%
4 Consumer Discretionary 8.62%
5 Industrials 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$286K 0.15%
1,771
-20
77
$258K 0.13%
1,883
78
$234K 0.12%
+1,400
79
$212K 0.11%
+6,125
80
$170K 0.09%
38,000
81
$164K 0.08%
22,700
82
$14K 0.01%
+50
83
– –
-9,099
84
– –
-21,675
85
– –
-10,000
86
– –
-10,000
87
– –
-70,658
88
– –
-126,216
89
– –
-58,140
1 2 3
4