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
$158M
AUM Growth
+$1.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$4.29M
2 +$3.84M
3 +$3.77M
4
QCOM icon
Qualcomm
QCOM
+$3.71M
5
GM icon
General Motors
GM
+$2.96M

Top Sells

1 +$3.89M
2 +$3.72M
3 +$3.64M
4
WMB icon
Williams Companies
WMB
+$3.3M
5
KKR icon
KKR & Co
KKR
+$3.15M

Sector Composition

1 Communication Services 21.86%
2 Healthcare 19.46%
3 Technology 12.62%
4 Real Estate 11.81%
5 Consumer Discretionary 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-11,072
102
-37,295
103
-131,486
104
-187,850
105
-1,696
106
-10,000
107
-9,900