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
$199M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$3.86M
2
+$3.16M
3
+$1.07M
4
ILMN icon
Illumina
ILMN
+$1.01M
5
DLR icon
Digital Realty Trust
DLR
+$757K

Top Sells

1
+$3.65M
2
+$1.77M
3
+$1.5M
4
FSLR icon
First Solar
FSLR
+$518K
5
SBUX icon
Starbucks
SBUX
+$488K

Sector Composition

1 Technology 27.76%
2 Healthcare 17.46%
3 Consumer Discretionary 12.97%
4 Communication Services 9.46%
5 Industrials 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$340K 0.17%
1,604
77
$335K 0.17%
11,200
78
$331K 0.17%
1,646
79
$325K 0.16%
3,500
80
$312K 0.16%
1,276
+200
81
$287K 0.14%
1,300
82
$260K 0.13%
1,564
83
$244K 0.12%
10,950
-150
84
$233K 0.12%
3,250
85
$214K 0.11%
1,404
86
$211K 0.11%
1,160
-45
87
– –
-52,494
88
– –
-17,527
1 2 3
4