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
$241M
AUM Growth
-$5.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.69M
3
+$2.53M
4
CHPT icon
ChargePoint
CHPT
+$1.14M
5
UNP icon
Union Pacific
UNP
+$794K

Top Sells

1
+$3.47M
2
+$2.26M
3
+$1.66M
4
PFE icon
Pfizer
PFE
+$1.64M
5
T icon
AT&T
T
+$1.38M

Sector Composition

1 Technology 32.46%
2 Healthcare 16.6%
3 Consumer Discretionary 14.75%
4 Communication Services 10.59%
5 Industrials 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.9M 4.51%
76,807
+573
2
$10.2M 4.22%
61,880
+220
3
$9.78M 4.06%
73,140
-140
4
$7.41M 3.08%
125,304
+138
5
$7.38M 3.06%
26,159
+12
6
$7.22M 3%
55,965
+405
7
$7.15M 2.97%
55,517
+1,000
8
$6.95M 2.88%
20,476
-25
9
$6.94M 2.88%
154,811
+13,699
10
$6.78M 2.82%
139,900
-1,700
11
$6.09M 2.53%
143,035
+63,090
12
$5.97M 2.48%
55,364
+675
13
$5.81M 2.41%
77,353
+2,405
14
$4.99M 2.07%
30,420
+2,290
15
$4.54M 1.88%
124,367
+3,266
16
$4.5M 1.87%
13,706
-35
17
$4.38M 1.82%
16,825
+85
18
$4.17M 1.73%
25,819
+2,341
19
$4.15M 1.72%
6,805
20
$4.15M 1.72%
15,295
-10
21
$3.92M 1.63%
91,094
-38,063
22
$3.89M 1.61%
40,755
-69
23
$3.84M 1.6%
26,605
+125
24
$3.81M 1.58%
9,801
+184
25
$3.79M 1.57%
17,021
+51
1
2 3 4