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
$191M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$4.94M
2 +$4.22M
3 +$3.88M
4
RTN
Raytheon Company
RTN
+$3.87M
5
DOW icon
Dow Inc
DOW
+$3.69M

Top Sells

1 +$4.33M
2 +$3.87M
3 +$2.53M
4
KHC icon
Kraft Heinz
KHC
+$1.77M
5
PYPL icon
PayPal
PYPL
+$1.37M

Sector Composition

1 Technology 20.53%
2 Healthcare 17.18%
3 Industrials 14.87%
4 Financials 10.31%
5 Energy 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$7.22M 3.79%
145,992
-2,740
2
$6.86M 3.6%
120,919
+10,050
3
$6.43M 3.37%
117,937
+13,977
4
$6.14M 3.23%
113,500
+10,000
5
$6.09M 3.2%
64,320
+5,200
6
$6.05M 3.17%
75,595
+6,628
7
$5.88M 3.09%
16,147
+1,830
8
$5.81M 3.05%
106,178
+11,350
9
$5.75M 3.02%
126,700
+13,000
10
$5.66M 2.97%
137,695
+11,041
11
$5.25M 2.75%
74,939
+7,366
12
$5.19M 2.73%
26,905
-120
13
$5.12M 2.69%
49,543
+7,152
14
$5.07M 2.66%
112,887
+10,476
15
$5.01M 2.63%
104,631
+16,134
16
$4.99M 2.62%
129,406
+13,250
17
$4.94M 2.59%
+30,135
18
$4.76M 2.5%
164,133
+13,700
19
$4.71M 2.47%
87,847
+15,240
20
$4.59M 2.41%
159,350
+19,000
21
$4.57M 2.4%
9,735
+865
22
$4.54M 2.38%
53,067
+9,151
23
$4.47M 2.35%
51,896
+8,300
24
$4.22M 2.22%
+127,002
25
$3.96M 2.08%
29,581
+2,501