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
$246M
AUM Growth
+$5.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$3.11M
3
+$2.92M
4
COHR icon
Coherent
COHR
+$2.35M
5
NFLX icon
Netflix
NFLX
+$1.96M

Top Sells

1
+$4.52M
2
+$4.19M
3
+$3.98M
4
LH icon
Labcorp
LH
+$3.02M
5
MCD icon
McDonald's
MCD
+$2.25M

Sector Composition

1 Technology 32.55%
2 Healthcare 17.69%
3 Consumer Discretionary 13.7%
4 Communication Services 10.5%
5 Industrials 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$292K 0.12%
1,076
-100
77
$284K 0.12%
1,525
78
$272K 0.11%
3,500
79
$253K 0.1%
+1,500
80
$250K 0.1%
625
-31
81
$238K 0.1%
25,500
82
$219K 0.09%
+10,000
83
– –
-3,625
84
– –
-4,500
85
– –
-38,343
86
– –
-3,000
87
– –
-5,650
88
– –
-200
89
– –
-500
90
– –
-13,795
91
– –
-4,500
92
– –
-4,600
1 2 3
4