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
$158M
AUM Growth
+$1.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$3.84M
3
+$3.77M
4
QCOM icon
Qualcomm
QCOM
+$3.71M
5
GM icon
General Motors
GM
+$2.96M

Top Sells

1
+$3.89M
2
+$3.72M
3
+$3.64M
4
WMB icon
Williams Companies
WMB
+$3.3M
5
KKR icon
KKR & Co
KKR
+$3.15M

Sector Composition

1 Communication Services 21.86%
2 Healthcare 19.46%
3 Technology 12.62%
4 Real Estate 11.81%
5 Consumer Discretionary 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.9M 5.63%
338,076
-21,628
2
$8.86M 5.6%
84,660
-4,956
3
$8M 5.06%
205,680
-12,660
4
$6.41M 4.05%
94,180
-600
5
$5.34M 3.37%
105,899
-3,171
6
$5.27M 3.33%
171,934
-6,427
7
$5.21M 3.29%
92,275
-825
8
$5.14M 3.25%
197,668
-6,819
9
$4.67M 2.96%
58,875
+53,975
10
$4.58M 2.9%
52,385
-1,425
11
$4.45M 2.81%
43,275
+37,375
12
$4.18M 2.64%
70,577
+1,735
13
$4M 2.53%
211,750
-9,750
14
$3.77M 2.38%
+138,675
15
$3.74M 2.36%
89,000
-11,695
16
$3.73M 2.36%
36,815
-4,350
17
$3.71M 2.34%
+74,151
18
$3.45M 2.18%
74,616
-960
19
$3.45M 2.18%
158,868
-5,937
20
$3.2M 2.02%
41,975
-1,350
21
$3.06M 1.93%
23,165
+1,425
22
$2.99M 1.89%
56,100
-3,700
23
$2.96M 1.87%
+86,925
24
$2.7M 1.71%
35,725
-1,950
25
$2.69M 1.7%
38,733
+5,075
1
2 3 4 5