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
$198M
AUM Growth
-$7.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$2.39M
3
+$1.53M
4
IBM icon
IBM
IBM
+$882K
5
META icon
Meta Platforms (Facebook)
META
+$417K

Top Sells

1
+$2.33M
2
+$2.25M
3
+$820K
4
CCI icon
Crown Castle
CCI
+$691K
5
ETN icon
Eaton
ETN
+$645K

Sector Composition

1 Technology 25.36%
2 Healthcare 19.09%
3 Consumer Discretionary 12.42%
4 Communication Services 10.67%
5 Industrials 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$343K 0.17%
31,300
-1,200
77
$339K 0.17%
1,276
78
$336K 0.17%
10,933
79
$326K 0.16%
1,600
-46
80
$321K 0.16%
2,906
81
$316K 0.16%
1,604
82
$272K 0.14%
1,564
83
$266K 0.13%
3,250
84
$224K 0.11%
895
85
$221K 0.11%
1,300
86
$213K 0.11%
1,404
87
$137K 0.07%
10,650
-300
88
– –
-6,065
89
– –
-26,680
1 2 3
4