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
$215M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$4.24M
3
+$3.33M
4
CSCO icon
Cisco
CSCO
+$2.09M
5
NTR icon
Nutrien
NTR
+$1.96M

Top Sells

1
+$5.86M
2
+$3.2M
3
+$1.84M
4
DBX icon
Dropbox
DBX
+$1.78M
5
CVS icon
CVS Health
CVS
+$394K

Sector Composition

1 Healthcare 21.05%
2 Technology 20.84%
3 Financials 10.83%
4 Communication Services 10.17%
5 Industrials 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.08M 3.76%
108,715
-5,299
2
$7.93M 3.7%
123,600
-1,225
3
$7.29M 3.4%
108,860
-640
4
$7.05M 3.28%
95,980
-640
5
$6.91M 3.22%
118,144
+2,025
6
$6.86M 3.2%
51,400
+31,730
7
$6.62M 3.08%
76,224
+2,777
8
$6.39M 2.98%
69,120
+6,900
9
$6.36M 2.96%
106,232
+2,250
10
$6.21M 2.89%
42,551
+1,351
11
$6.17M 2.88%
128,695
+40,848
12
$5.92M 2.76%
74,105
+1,706
13
$5.89M 2.75%
186,500
-2,600
14
$5.79M 2.7%
120,815
+43,660
15
$5.62M 2.62%
159,433
+500
16
$5.25M 2.45%
16,117
+75
17
$5.22M 2.43%
25,445
-205
18
$5.16M 2.4%
138,788
+1,518
19
$5.15M 2.4%
58,209
+225
20
$5.08M 2.36%
54,193
+1,826
21
$4.71M 2.2%
21,445
-65
22
$4.71M 2.19%
9,366
23
$4.68M 2.18%
127,906
+3,750
24
$4.53M 2.11%
40,617
+851
25
$4.51M 2.1%
154,896
+23,767
1
2 3 4