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
+$5.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.96M
3
+$1.83M
4
UBER icon
Uber
UBER
+$1.67M
5
ILMN icon
Illumina
ILMN
+$1.23M

Top Sells

1
+$3.29M
2
+$3.28M
3
+$3.05M
4
C icon
Citigroup
C
+$2.89M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.26M

Sector Composition

1 Technology 26.9%
2 Healthcare 22.09%
3 Communication Services 11.81%
4 Consumer Discretionary 9.6%
5 Utilities 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$311K 0.15%
1,883
77
$300K 0.15%
+2,000
78
$255K 0.13%
1,176
-427
79
$238K 0.12%
+4,500
80
$213K 0.11%
6,125
81
$213K 0.11%
+3,000
82
$209K 0.1%
+3,500
83
$207K 0.1%
+3,750
84
$205K 0.1%
+656
85
$167K 0.08%
22,700
86
$161K 0.08%
3,000
-3,000
87
$117K 0.06%
+14,000
88
$76K 0.04%
28,000
-10,000
89
$58K 0.03%
+30,000
90
$36K 0.02%
150
+100
91
– –
-55,794
92
– –
-16,200
93
– –
-53,405
94
– –
-42,468
95
– –
-31,370
96
– –
-1,771
1 2 3
4