BHA
Beech Hill Advisors Portfolio holdings
AUM
$222M
This Quarter Return
+14.37%
1 Year Return
+21.14%
3 Year Return
+93.81%
5 Year Return
+133.89%
10 Year Return
+234.98%
AUM
$225M
AUM Growth
+$225M
(+11%)
Cap. Flow
-$3.75M
Cap. Flow
% of AUM
-1.67%
Top 10 Holdings %
Top 10 Hldgs %
33.81%
Holding
96
New
6
Increased
10
Reduced
53
Closed
11
Top Buys
| 1 |
Intel
INTC
|
$2.72M |
| 2 |
American Tower
AMT
|
$2.7M |
| 3 |
Visa
V
|
$2.35M |
| 4 |
TJX Companies
TJX
|
$2.23M |
| 5 |
Verizon
VZ
|
$1.89M |
Top Sells
Sector Composition
| 1 | Technology | 29.94% |
| 2 | Healthcare | 20.82% |
| 3 | Communication Services | 11.57% |
| 4 | Consumer Discretionary | 10% |
| 5 | Financials | 7.67% |
