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
$245M
AUM Growth
-$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$4.39M
2
+$3.2M
3
+$2.3M
4
DIS icon
Walt Disney
DIS
+$2.21M
5
CHPT icon
ChargePoint
CHPT
+$1.18M

Top Sells

1
+$6.66M
2
+$3.57M
3
+$2.45M
4
VZ icon
Verizon
VZ
+$1.45M
5
EXC icon
Exelon
EXC
+$1.36M

Sector Composition

1 Technology 33.87%
2 Consumer Discretionary 16.61%
3 Healthcare 14.9%
4 Communication Services 10.81%
5 Industrials 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.1M 5.35%
75,087
-1,081
2
$10.1M 4.11%
72,360
-380
3
$9.97M 4.07%
61,180
+300
4
$8.5M 3.47%
55,626
-580
5
$7.2M 2.94%
54,613
-750
6
$6.63M 2.7%
48,330
+16,095
7
$6.39M 2.61%
77,938
+4
8
$5.91M 2.41%
30,190
-230
9
$5.66M 2.31%
158,693
+420
10
$5.53M 2.26%
87,770
-3,000
11
$5.46M 2.23%
17,706
-7,953
12
$5.29M 2.16%
143,458
+555
13
$5.25M 2.14%
32,415
-22,025
14
$4.68M 1.91%
21,071
+525
15
$4.66M 1.9%
89,919
-1,405
16
$4.55M 1.86%
10,451
+650
17
$4.42M 1.81%
19,855
+14,355
18
$4.39M 1.79%
+48,221
19
$4.21M 1.72%
23,753
-1,843
20
$4.05M 1.65%
13,527
-30
21
$3.96M 1.62%
27,957
+1,302
22
$3.88M 1.58%
17,488
+1
23
$3.85M 1.57%
17,961
-40
24
$3.76M 1.53%
27,725
+90
25
$3.63M 1.48%
21,132
+135
1
2 3 4