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
$263M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$4.46M
3
+$2.07M
4
CCI icon
Crown Castle
CCI
+$985K
5
GILD icon
Gilead Sciences
GILD
+$786K

Top Sells

1
+$6.09M
2
+$3.27M
3
+$2.33M
4
EXAS icon
Exact Sciences
EXAS
+$1.62M
5
CHWY icon
Chewy
CHWY
+$621K

Sector Composition

1 Technology 35.56%
2 Healthcare 16.29%
3 Consumer Discretionary 14.35%
4 Communication Services 11.37%
5 Financials 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.5M 5.14%
76,168
-639
2
$10.5M 4%
72,740
-400
3
$10.3M 3.9%
56,206
+241
4
$10.2M 3.86%
60,880
-1,000
5
$8.71M 3.31%
55,363
-154
6
$8.63M 3.28%
25,659
-500
7
$7.68M 2.92%
123,157
-2,147
8
$7.37M 2.8%
54,440
-924
9
$6.91M 2.63%
20,546
+70
10
$6.64M 2.52%
158,273
+3,462
11
$6.04M 2.29%
90,770
-49,130
12
$5.97M 2.27%
77,934
+581
13
$5.63M 2.14%
13,557
-149
14
$5.5M 2.09%
30,420
15
$5.39M 2.05%
91,324
+230
16
$5.32M 2.02%
142,903
+18,536
17
$4.99M 1.9%
32,235
+28,810
18
$4.86M 1.85%
29,698
19
$4.71M 1.79%
26,655
+50
20
$4.55M 1.73%
9,801
21
$4.46M 1.7%
+27,635
22
$4.39M 1.67%
57,768
+617
23
$4.38M 1.66%
25,596
-223
24
$4.1M 1.56%
6,805
25
$3.91M 1.49%
20,740
+3,915
1
2 3 4