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
$193M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$4.08M
3
+$3.19M
4
AVGO icon
Broadcom
AVGO
+$2.68M
5
EA icon
Electronic Arts
EA
+$1.8M

Top Sells

1
+$5.34M
2
+$5.2M
3
+$4.08M
4
CCL icon
Carnival Corp
CCL
+$2.94M
5
PWR icon
Quanta Services
PWR
+$1.71M

Sector Composition

1 Communication Services 16.78%
2 Healthcare 14.94%
3 Technology 13.78%
4 Financials 12.37%
5 Industrials 10.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.2M 6.34%
216,692
-2,180
2
$6.89M 3.57%
41,910
+1,020
3
$6.86M 3.56%
113,600
+2,000
4
$6.55M 3.4%
105,500
+850
5
$6.41M 3.32%
94,729
+133
6
$6.21M 3.22%
107,319
+5,057
7
$6.07M 3.15%
60,620
8
$5.58M 2.9%
133,531
+1,345
9
$5.58M 2.89%
104,412
-372
10
$5.5M 2.85%
14,792
-40
11
$5.29M 2.74%
60,425
+1,175
12
$5.26M 2.73%
73,342
+1,126
13
$5.21M 2.7%
176,692
+392
14
$4.95M 2.57%
195,156
+22,930
15
$4.83M 2.5%
53,975
+11,925
16
$4.81M 2.49%
+87,235
17
$4.74M 2.46%
97,403
+326
18
$4.43M 2.3%
93,722
+8,750
19
$4.32M 2.24%
74,807
-149
20
$4.28M 2.22%
127,037
+19,380
21
$4.08M 2.12%
+27,965
22
$3.83M 1.98%
176,363
+9,788
23
$3.77M 1.95%
36,826
+125
24
$3.73M 1.93%
16,630
+595
25
$3.64M 1.89%
78,246
+7,076
1
2 3 4