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
$251M
AUM Growth
-$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$2.23M
3
+$2.22M
4
ADBE icon
Adobe
ADBE
+$1.27M
5
EXAS icon
Exact Sciences
EXAS
+$583K

Top Sells

1
+$2.43M
2
+$1.92M
3
+$937K
4
KHC icon
Kraft Heinz
KHC
+$863K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$826K

Sector Composition

1 Technology 25.99%
2 Healthcare 12.74%
3 Communication Services 12.62%
4 Consumer Discretionary 12.49%
5 Financials 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$670K 0.27%
9,050
77
$619K 0.25%
655
-50
78
$606K 0.24%
1,083
-379
79
$556K 0.22%
67,700
80
$539K 0.21%
6,640
-15
81
$536K 0.21%
142,200
82
$531K 0.21%
1,471
83
$498K 0.2%
3,250
84
$467K 0.19%
1,500
85
$448K 0.18%
39,257
+2,394
86
$432K 0.17%
7,700
87
$424K 0.17%
10,150
-1,200
88
$344K 0.14%
2,204
-40
89
$330K 0.13%
1,200
-200
90
$291K 0.12%
1,549
91
$288K 0.11%
9,354
-305
92
$282K 0.11%
1,683
93
$246K 0.1%
1,496
94
$239K 0.1%
2,982
95
$230K 0.09%
5,502
96
$229K 0.09%
865
+50
97
$228K 0.09%
2,792
+100
98
$209K 0.08%
2,500
99
– –
-28,098
100
– –
-14,349
1 2 3
4
5