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
$267M
AUM Growth
+$3.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$1.95M
3
+$1.94M
4
O icon
Realty Income
O
+$1.47M
5
ILMN icon
Illumina
ILMN
+$889K

Top Sells

1
+$3.39M
2
+$1.42M
3
+$979K
4
PFE icon
Pfizer
PFE
+$702K
5
EXAS icon
Exact Sciences
EXAS
+$640K

Sector Composition

1 Technology 26.35%
2 Consumer Discretionary 13.41%
3 Communication Services 13.18%
4 Healthcare 12.23%
5 Financials 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-38,375
102
– –
-1,310
103
– –
-1,906
104
– –
-1,020
1 2 3 4
5