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
$213M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$4.11M
3
+$3.41M
4
ABBV icon
AbbVie
ABBV
+$3.3M
5
SITC icon
SITE Centers
SITC
+$3.2M

Top Sells

1
+$5.68M
2
+$4.61M
3
+$3.95M
4
BX icon
Blackstone
BX
+$1.96M
5
ILMN icon
Illumina
ILMN
+$1.51M

Sector Composition

1 Healthcare 19.77%
2 Communication Services 17.97%
3 Technology 10.07%
4 Consumer Discretionary 9.46%
5 Financials 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
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