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
$203M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$3.52M
3
+$2.51M
4
SLG icon
SL Green Realty
SLG
+$2.32M
5
NUE icon
Nucor
NUE
+$1.71M

Top Sells

1
+$2.85M
2
+$2.85M
3
+$2.54M
4
INTC icon
Intel
INTC
+$2.43M
5
SLB icon
SLB Limited
SLB
+$2.35M

Sector Composition

1 Technology 17.66%
2 Communication Services 16.45%
3 Healthcare 15.38%
4 Financials 11.17%
5 Consumer Discretionary 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.4M 6.1%
291,988
-3,276
2
$9.67M 4.78%
54,824
-871
3
$6.97M 3.44%
132,320
-3,000
4
$6.81M 3.36%
116,500
-1,300
5
$6.72M 3.32%
109,700
+50
6
$6.17M 3.05%
96,367
+326
7
$5.58M 2.75%
105,355
+3,775
8
$5.47M 2.7%
73,476
+950
9
$5.38M 2.66%
18,258
+121
10
$5.32M 2.62%
83,615
+26,900
11
$5.22M 2.58%
97,308
+24,422
12
$5.13M 2.53%
53,047
-29,420
13
$5.04M 2.49%
171,551
+10,923
14
$5M 2.47%
34,125
+30,559
15
$4.91M 2.42%
119,701
-1,074
16
$4.58M 2.26%
133,324
+880
17
$4.49M 2.22%
60,945
-725
18
$4.35M 2.15%
51,983
+1,048
19
$4.31M 2.13%
135,175
-3,875
20
$4.3M 2.12%
46,775
-27,625
21
$4.12M 2.03%
89,286
-52,659
22
$4.05M 2%
105,650
-54,250
23
$3.83M 1.89%
26,868
-187
24
$3.79M 1.87%
67,700
+125
25
$3.73M 1.84%
55,920
-575
1
2 3 4