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
$203M
AUM Growth
+$5.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.96M
3
+$1.83M
4
UBER icon
Uber
UBER
+$1.67M
5
ILMN icon
Illumina
ILMN
+$1.23M

Top Sells

1
+$3.29M
2
+$3.28M
3
+$3.05M
4
C icon
Citigroup
C
+$2.89M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.26M

Sector Composition

1 Technology 26.9%
2 Healthcare 22.09%
3 Communication Services 11.81%
4 Consumer Discretionary 9.6%
5 Utilities 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.2M 5.52%
96,594
+2,230
2
$9.76M 4.81%
61,980
-400
3
$7.35M 3.62%
121,850
-1,625
4
$6.6M 3.25%
181,120
-6,200
5
$6.25M 3.08%
78,897
-1,205
6
$6.12M 3.02%
29,079
+10,135
7
$6.08M 3%
40,851
-1,400
8
$6.01M 2.97%
214,761
+4,225
9
$5.91M 2.91%
182,386
-7,210
10
$5.54M 2.73%
75,580
-30,900
11
$5.39M 2.66%
20,580
-8,455
12
$5.19M 2.56%
59,244
-5,210
13
$5.18M 2.56%
148,825
+4,140
14
$5.1M 2.51%
129,381
+12,260
15
$4.73M 2.33%
21,565
-130
16
$4.66M 2.3%
127,690
+45,895
17
$4.54M 2.24%
26,715
-280
18
$4.31M 2.13%
36,645
-12,360
19
$4.17M 2.06%
52,820
+24,780
20
$4.08M 2.01%
78,260
-515
21
$3.74M 1.84%
23,123
-180
22
$3.63M 1.79%
42,270
-725
23
$3.44M 1.7%
8,306
-110
24
$3.37M 1.66%
56,644
-510
25
$3.3M 1.63%
74,585
-1,575
1
2 3 4