BHA

Beech Hill Advisors Portfolio holdings

AUM $214M
1-Year Est. Return 23.2%
This Quarter Est. Return
1 Year Est. Return
+23.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$264M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.63M
3
+$1.42M
4
ALGN icon
Align Technology
ALGN
+$1.4M
5
TTWO icon
Take-Two Interactive
TTWO
+$1.19M

Top Sells

1
+$2.23M
2
+$1.05M
3
+$437K
4
ABBV icon
AbbVie
ABBV
+$380K
5
UNP icon
Union Pacific
UNP
+$362K

Sector Composition

1 Technology 26.64%
2 Healthcare 13.91%
3 Consumer Discretionary 12.44%
4 Communication Services 12.21%
5 Financials 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-4,700
102
– –
-1,604
103
– –
-14,200
104
– –
-1,600
1 2 3 4
5