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
101
-11,150
102
-11,632