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
$187M
AUM Growth
-$57.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.81M
3
+$368K
4
GM icon
General Motors
GM
+$189K
5
BA icon
Boeing
BA
+$116K

Top Sells

1
+$2.85M
2
+$2.53M
3
+$1.53M
4
CSCO icon
Cisco
CSCO
+$1.48M
5
AAPL icon
Apple
AAPL
+$1.18M

Sector Composition

1 Technology 28.63%
2 Healthcare 17.39%
3 Consumer Discretionary 15.49%
4 Communication Services 9.83%
5 Industrials 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.08M 4.85%
66,425
-8,662
2
$7.57M 4.04%
69,480
-2,880
3
$6.77M 3.62%
52,993
-2,633
4
$6.71M 3.58%
73,593
-4,345
5
$6.26M 3.34%
58,900
-2,280
6
$4.92M 2.63%
32,094
-321
7
$4.75M 2.54%
52,243
-2,370
8
$4.57M 2.44%
87,196
-2,723
9
$4.48M 2.39%
9,566
-885
10
$4.42M 2.36%
140,408
-3,050
11
$4.39M 2.35%
46,545
-1,785
12
$4.27M 2.28%
16,611
-1,095
13
$4.13M 2.21%
84,970
-2,800
14
$4.1M 2.19%
23,113
-640
15
$3.7M 1.97%
13,477
-50
16
$3.63M 1.94%
47,571
-650
17
$3.62M 1.93%
27,872
-85
18
$3.54M 1.89%
19,805
-50
19
$3.48M 1.86%
55,309
-1,500
20
$3.31M 1.77%
20,546
-525
21
$3.3M 1.76%
16,763
-725
22
$3.21M 1.71%
17,566
-395
23
$3.16M 1.69%
12,785
+205
24
$3.14M 1.68%
153,403
-5,290
25
$3.08M 1.64%
12,036
-15
1
2 3 4