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
$183M
AUM Growth
+$9.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$3.34M
3
+$3.15M
4
FLR icon
Fluor
FLR
+$2.56M
5
DHR icon
Danaher
DHR
+$2.1M

Top Sells

1
+$4.71M
2
+$4.1M
3
+$3.11M
4
UL icon
Unilever
UL
+$2.94M
5
DKS icon
Dick's Sporting Goods
DKS
+$2.1M

Sector Composition

1 Communication Services 16.55%
2 Technology 16.04%
3 Healthcare 13.12%
4 Consumer Discretionary 12.43%
5 Energy 11.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.5M 5.73%
291,068
+100
2
$8.33M 4.55%
55,170
-295
3
$6.16M 3.37%
132,460
-2,040
4
$5.95M 3.25%
82,022
+890
5
$5.44M 2.97%
82,616
+26,761
6
$5.23M 2.86%
94,741
+9,050
7
$5.06M 2.76%
104,480
+560
8
$5.01M 2.74%
59,425
+20,775
9
$5.01M 2.74%
74,200
+3,025
10
$4.95M 2.7%
158,000
+38,225
11
$4.85M 2.65%
72,485
-165
12
$4.71M 2.57%
139,470
-300
13
$4.66M 2.55%
23,557
-1,075
14
$4.46M 2.44%
34,437
+1,732
15
$4.45M 2.43%
99,580
+12,245
16
$4.4M 2.4%
33,240
-110
17
$4.39M 2.4%
154,041
+15,794
18
$4.29M 2.34%
122,675
+9,725
19
$4.21M 2.3%
132,127
+91
20
$4.18M 2.28%
68,301
-760
21
$4.1M 2.24%
50,785
+225
22
$4.07M 2.23%
141,700
+1,150
23
$3.71M 2.03%
56,625
-3,550
24
$3.6M 1.97%
35,905
-2,695
25
$3.56M 1.94%
26,880
-5,650
1
2 3 4