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
$197M
AUM Growth
+$50.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$4.47M
2
+$4M
3
+$3.5M
4
LH icon
Labcorp
LH
+$3.33M
5
RTX icon
RTX Corp
RTX
+$3.29M

Top Sells

1
+$4M
2
+$3.09M
3
+$3.07M
4
NTAP icon
NetApp
NTAP
+$2.95M
5
RTN
Raytheon Company
RTN
+$2.84M

Sector Composition

1 Technology 23.38%
2 Healthcare 21.23%
3 Communication Services 13.62%
4 Consumer Discretionary 8.62%
5 Industrials 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.61M 4.36%
94,364
-1,740
2
$8.61M 4.36%
62,380
-700
3
$7.55M 3.83%
106,480
-1,500
4
$7.26M 3.68%
123,475
+1,525
5
$6.59M 3.34%
29,035
-380
6
$6.33M 3.21%
64,454
+6,080
7
$5.94M 3.01%
42,251
+50
8
$5.91M 3%
187,320
+1,750
9
$5.91M 3%
80,102
+2,594
10
$5.46M 2.77%
117,121
-4,700
11
$4.91M 2.49%
189,596
-1,100
12
$4.91M 2.49%
210,536
+106,395
13
$4.58M 2.32%
26,995
+17,285
14
$4.49M 2.28%
144,685
+2,978
15
$4.47M 2.27%
+49,005
16
$4.46M 2.26%
78,775
+57,975
17
$4M 2.03%
+21,695
18
$3.87M 1.96%
75,705
+2,025
19
$3.85M 1.95%
18,944
+865
20
$3.5M 1.77%
+41,415
21
$3.46M 1.75%
57,154
+1,715
22
$3.37M 1.71%
76,160
+1,325
23
$3.33M 1.69%
+23,303
24
$3.29M 1.67%
+53,405
25
$3.28M 1.66%
55,794
+400
1
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