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
$162M
AUM Growth
+$1.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$3.03M
3
+$2.24M
4
D icon
Dominion Energy
D
+$769K
5
FDX icon
FedEx
FDX
+$553K

Top Sells

1
+$4.58M
2
+$3.45M
3
+$3.41M
4
AAPL icon
Apple
AAPL
+$3.34M
5
DD icon
DuPont de Nemours
DD
+$2.76M

Sector Composition

1 Technology 19.19%
2 Healthcare 17.13%
3 Industrials 15.87%
4 Financials 11.63%
5 Communication Services 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.06M 4.36%
148,732
-70,340
2
$6.09M 3.76%
103,500
-10,400
3
$5.73M 3.53%
110,869
+4,200
4
$5.61M 3.46%
103,960
+56,241
5
$5.47M 3.38%
68,967
-24,295
6
$5.46M 3.37%
14,317
-575
7
$5.42M 3.35%
113,700
+9,275
8
$5.26M 3.25%
59,120
-2,900
9
$5.12M 3.16%
94,828
-2,050
10
$5.1M 3.15%
126,654
-2,240
11
$4.75M 2.93%
88,497
-6,450
12
$4.74M 2.92%
42,391
-674
13
$4.5M 2.78%
27,025
-14,735
14
$4.33M 2.67%
27,430
-605
15
$4.31M 2.66%
116,156
-2,300
16
$4.22M 2.6%
140,350
-5,250
17
$4.2M 2.59%
67,573
-925
18
$4.15M 2.56%
150,433
-22,309
19
$4.06M 2.51%
102,411
-2,000
20
$3.87M 2.39%
35,876
-850
21
$3.83M 2.36%
72,607
-2,125
22
$3.79M 2.34%
8,870
-150
23
$3.73M 2.3%
43,916
+515
24
$3.67M 2.26%
43,596
+751
25
$3.6M 2.22%
34,685
-2,725
1
2 3