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
$187M
AUM Growth
-$3.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$3.6M
3
+$2.68M
4
EXC icon
Exelon
EXC
+$2.25M
5
RCL icon
Royal Caribbean
RCL
+$2.13M

Top Sells

1
+$4.94M
2
+$4.47M
3
+$3.69M
4
AAPL icon
Apple
AAPL
+$2.76M
5
OXY icon
Occidental Petroleum
OXY
+$2.51M

Sector Composition

1 Technology 21.72%
2 Healthcare 20.89%
3 Industrials 13.06%
4 Financials 10.46%
5 Communication Services 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.19M 3.84%
114,014
-3,923
2
$6.69M 3.57%
116,119
-4,800
3
$6.69M 3.57%
109,500
-4,000
4
$6.33M 3.38%
124,825
-1,875
5
$6.1M 3.26%
16,042
-105
6
$5.9M 3.15%
73,447
-2,148
7
$5.86M 3.13%
48,904
-639
8
$5.42M 2.9%
108,588
-4,299
9
$5.41M 2.89%
96,620
-49,372
10
$5.4M 2.89%
62,220
-2,100
11
$5.36M 2.86%
103,982
-649
12
$5.33M 2.85%
41,200
+34,675
13
$5.22M 2.79%
189,100
+29,750
14
$5M 2.67%
72,399
-2,540
15
$4.68M 2.5%
137,270
-425
16
$4.65M 2.49%
124,156
-5,250
17
$4.64M 2.48%
158,933
-5,200
18
$4.57M 2.44%
25,650
-1,255
19
$4.46M 2.39%
52,367
-700
20
$4.39M 2.35%
57,984
+15,135
21
$4.38M 2.34%
87,847
22
$4.22M 2.25%
21,510
-770
23
$4.17M 2.23%
9,366
-369
24
$4.07M 2.18%
39,766
-1,679
25
$3.98M 2.12%
28,591
-990
1
2 3 4