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
$148M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$4.1M
2
+$4M
3
+$3.71M
4
SNY icon
Sanofi
SNY
+$3.52M
5
MAR icon
Marriott International
MAR
+$3.24M

Top Sells

1
+$5.75M
2
+$3.06M
3
+$2.46M
4
DLR icon
Digital Realty Trust
DLR
+$1.39M
5
CMG icon
Chipotle Mexican Grill
CMG
+$718K

Sector Composition

1 Communication Services 23.12%
2 Healthcare 18.68%
3 Technology 16.14%
4 Consumer Discretionary 11.08%
5 Real Estate 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.2M 5.54%
342,896
+5,660
2
$7.16M 4.84%
62,641
-3,275
3
$6.54M 4.42%
85,905
-6,025
4
$6.21M 4.2%
190,390
-6,150
5
$5.84M 3.95%
174,755
+87
6
$5.82M 3.93%
105,774
-754
7
$5.52M 3.73%
98,851
+23,010
8
$5.06M 3.42%
143,740
-480
9
$5M 3.38%
41,200
-1,900
10
$4.58M 3.1%
30,378
+26,505
11
$4.45M 3.01%
52,525
-2,850
12
$4.25M 2.87%
68,577
-2,060
13
$4.1M 2.77%
+124,970
14
$3.97M 2.69%
138,500
-4,900
15
$3.92M 2.65%
73,276
-975
16
$3.74M 2.53%
28,787
-75
17
$3.71M 2.51%
+67,200
18
$3.65M 2.47%
88,075
+2,025
19
$3.53M 2.38%
24,365
+1,100
20
$3.52M 2.38%
+84,075
21
$3.48M 2.35%
148,856
-7,955
22
$3.24M 2.19%
+48,700
23
$3.15M 2.13%
+32,175
24
$2.89M 1.96%
+25,770
25
$2.88M 1.95%
36,400
-3,725
1
2 3 4