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
$161M
AUM Growth
-$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$4.2M
2
+$3.54M
3
+$3.42M
4
JPM icon
JPMorgan Chase
JPM
+$3.33M
5
CVS icon
CVS Health
CVS
+$3.13M

Top Sells

1
+$4.83M
2
+$3.92M
3
+$3.83M
4
GS icon
Goldman Sachs
GS
+$3.73M
5
MS icon
Morgan Stanley
MS
+$3.64M

Sector Composition

1 Healthcare 16.61%
2 Technology 16.33%
3 Industrials 13.78%
4 Communication Services 13.4%
5 Financials 12.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.64M 5.37%
219,072
+2,380
2
$6.8M 4.23%
93,262
-1,467
3
$5.95M 3.7%
113,900
+300
4
$5.5M 3.42%
97,887
-6,525
5
$5.47M 3.41%
41,760
-150
6
$5.43M 3.38%
104,425
-1,075
7
$5.34M 3.32%
128,894
-4,637
8
$5.32M 3.31%
106,669
-650
9
$4.8M 2.99%
14,892
+100
10
$4.66M 2.9%
62,020
+1,400
11
$4.46M 2.77%
94,947
+1,225
12
$4.26M 2.65%
172,742
-3,950
13
$4.2M 2.61%
+43,065
14
$4.2M 2.61%
96,878
-525
15
$3.96M 2.46%
118,456
-8,581
16
$3.86M 2.4%
39,545
+34,130
17
$3.75M 2.33%
28,035
+70
18
$3.7M 2.3%
145,600
+37,100
19
$3.57M 2.22%
68,498
-4,844
20
$3.56M 2.22%
42,845
+11,020
21
$3.54M 2.2%
+9,020
22
$3.51M 2.18%
74,732
-75
23
$3.45M 2.14%
88,557
+9,628
24
$3.42M 2.13%
+104,411
25
$3.35M 2.08%
36,726
-100
1
2 3 4