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
$157M
AUM Growth
-$37.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$6.97M
2
+$5.22M
3
+$3.35M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.83M
5
AXP icon
American Express
AXP
+$2.5M

Top Sells

1
+$6.85M
2
+$5.31M
3
+$5.3M
4
YUM icon
Yum! Brands
YUM
+$5.02M
5
URI icon
United Rentals
URI
+$4.9M

Sector Composition

1 Communication Services 19.75%
2 Healthcare 16.77%
3 Real Estate 11.62%
4 Technology 9.03%
5 Financials 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.92M 6.32%
359,704
-11,656
2
$8.06M 5.13%
89,616
-12,030
3
$6.97M 4.44%
+218,340
4
$6.42M 4.09%
94,780
-2,012
5
$5.32M 3.39%
178,361
-792
6
$5.22M 3.32%
+93,100
7
$5.14M 3.27%
109,070
-2,143
8
$5.03M 3.21%
204,487
+61,874
9
$4.51M 2.87%
145,085
-2,298
10
$4.36M 2.77%
53,810
+905
11
$4.14M 2.64%
221,500
-1,700
12
$4.04M 2.57%
41,165
-758
13
$3.79M 2.41%
100,695
-2,700
14
$3.75M 2.39%
68,842
-650
15
$3.64M 2.32%
131,486
+2,373
16
$3.35M 2.13%
+43,325
17
$3.3M 2.1%
89,475
-4,025
18
$3.29M 2.09%
75,576
+49
19
$3.27M 2.08%
164,805
-44,684
20
$3.15M 2.01%
187,850
-11,325
21
$3.1M 1.98%
52,585
-5,684
22
$2.83M 1.81%
+21,740
23
$2.76M 1.76%
37,295
-3,410
24
$2.58M 1.64%
59,800
-2,925
25
$2.5M 1.59%
74,915
+6,270
1
2 3 4 5