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
$246M
AUM Growth
+$5.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$3.11M
3
+$2.92M
4
COHR icon
Coherent
COHR
+$2.35M
5
NFLX icon
Netflix
NFLX
+$1.96M

Top Sells

1
+$4.52M
2
+$4.19M
3
+$3.98M
4
LH icon
Labcorp
LH
+$3.02M
5
MCD icon
McDonald's
MCD
+$2.25M

Sector Composition

1 Technology 32.55%
2 Healthcare 17.69%
3 Consumer Discretionary 13.7%
4 Communication Services 10.5%
5 Industrials 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.6M 4.31%
61,660
-2,940
2
$10.4M 4.24%
76,234
-3,373
3
$8.95M 3.63%
73,280
-1,560
4
$8.36M 3.4%
125,166
-7,917
5
$7.94M 3.22%
55,560
+256
6
$7.76M 3.15%
54,517
+3,366
7
$7.13M 2.89%
20,501
-976
8
$7.08M 2.88%
26,147
-1,046
9
$7.07M 2.87%
141,112
+7,876
10
$6.75M 2.74%
141,600
+32,630
11
$6.16M 2.5%
54,689
-730
12
$5.83M 2.37%
74,948
-7,459
13
$5.69M 2.31%
26,310
-154
14
$5.06M 2.05%
129,157
-12,099
15
$4.95M 2.01%
121,101
+1,046
16
$4.88M 1.98%
16,740
+375
17
$4.61M 1.87%
28,130
-210
18
$4.38M 1.78%
13,741
-55
19
$4.26M 1.73%
9,617
+176
20
$4.13M 1.68%
33,221
+2,212
21
$3.98M 1.62%
26,480
-400
22
$3.97M 1.61%
16,970
-117
23
$3.87M 1.57%
23,478
-616
24
$3.84M 1.56%
56,986
+624
25
$3.79M 1.54%
23,695
-340
1
2 3 4