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
$175M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$759K
3
+$674K
4
ALB icon
Albemarle
ALB
+$344K
5
NSC icon
Norfolk Southern
NSC
+$336K

Top Sells

1
+$2.49M
2
+$2.37M
3
+$2.23M
4
FSLR icon
First Solar
FSLR
+$1.69M
5
XYZ
Block Inc
XYZ
+$1.67M

Sector Composition

1 Technology 25.71%
2 Healthcare 17.54%
3 Consumer Discretionary 16.01%
4 Industrials 9.88%
5 Communication Services 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.17M 5.25%
66,365
-60
2
$6.65M 3.81%
58,825
-75
3
$6.63M 3.8%
69,280
-200
4
$6.32M 3.62%
73,363
-230
5
$5.96M 3.42%
52,788
-205
6
$4.57M 2.62%
9,421
-145
7
$4.37M 2.5%
46,315
-230
8
$4.32M 2.47%
32,164
+70
9
$4.27M 2.44%
52,073
-170
10
$4.09M 2.34%
+30,645
11
$4.06M 2.33%
140,048
-360
12
$3.99M 2.29%
47,346
-225
13
$3.97M 2.28%
149,918
-3,485
14
$3.86M 2.21%
16,576
-35
15
$3.8M 2.18%
86,921
-275
16
$3.78M 2.16%
23,118
+5
17
$3.75M 2.15%
84,570
-400
18
$3.72M 2.13%
13,477
19
$3.36M 1.93%
54,154
-120
20
$3.33M 1.91%
25,210
-12,810
21
$3.23M 1.85%
19,705
-100
22
$3.09M 1.77%
55,134
-175
23
$3.03M 1.74%
101,498
-529
24
$2.93M 1.68%
12,710
-75
25
$2.92M 1.67%
16,418
-345
1
2 3 4