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
$241M
AUM Growth
-$5.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.69M
3
+$2.53M
4
CHPT icon
ChargePoint
CHPT
+$1.14M
5
UNP icon
Union Pacific
UNP
+$794K

Top Sells

1
+$3.47M
2
+$2.26M
3
+$1.66M
4
PFE icon
Pfizer
PFE
+$1.64M
5
T icon
AT&T
T
+$1.38M

Sector Composition

1 Technology 32.46%
2 Healthcare 16.6%
3 Consumer Discretionary 14.75%
4 Communication Services 10.59%
5 Industrials 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$440K 0.18%
1,500
77
$426K 0.18%
26,000
-8,000
78
$389K 0.16%
867
+17
79
$309K 0.13%
3,750
80
$305K 0.13%
3,500
81
$296K 0.12%
1,522
-3
82
$295K 0.12%
1,076
83
$270K 0.11%
+5,121
84
$244K 0.1%
625
85
$226K 0.09%
4,000
-200
86
$202K 0.08%
10,000
87
$200K 0.08%
25,500
1 2 3
4