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
$225M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$2.7M
3
+$2.35M
4
TJX icon
TJX Companies
TJX
+$2.23M
5
VZ icon
Verizon
VZ
+$1.89M

Top Sells

1
+$3.35M
2
+$3.3M
3
+$3.14M
4
GLW icon
Corning
GLW
+$2.18M
5
GLNG icon
Golar LNG
GLNG
+$486K

Sector Composition

1 Technology 29.94%
2 Healthcare 20.82%
3 Communication Services 11.57%
4 Consumer Discretionary 10%
5 Financials 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.7M 5.63%
95,514
-1,080
2
$10M 4.46%
61,680
-300
3
$7.77M 3.45%
177,370
-3,750
4
$7.39M 3.28%
119,100
-2,750
5
$6.62M 2.94%
75,580
6
$6.6M 2.93%
129,450
+1,760
7
$6.45M 2.87%
99,575
+21,315
8
$6.25M 2.78%
39,739
-1,112
9
$6.14M 2.73%
78,608
-289
10
$6.12M 2.72%
57,134
-2,110
11
$6.07M 2.7%
27,307
-1,772
12
$5.63M 2.5%
125,771
-3,610
13
$5.53M 2.46%
20,255
-325
14
$5.5M 2.44%
36,080
-565
15
$5.14M 2.28%
139,600
-9,225
16
$5.04M 2.24%
26,680
-35
17
$4.82M 2.14%
55,829
-815
18
$4.65M 2.07%
124,786
-89,975
19
$4.55M 2.02%
21,215
-350
20
$4.38M 1.95%
121,770
-60,616
21
$4.13M 1.84%
38,645
-3,625
22
$4.01M 1.78%
22,960
-163
23
$4M 1.78%
30,155
-400
24
$3.89M 1.73%
51,760
-1,060
25
$3.87M 1.72%
16,525
-145
1
2 3 4