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
$180M
AUM Growth
+$5.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.63M
3
+$264K
4
PEP icon
PepsiCo
PEP
+$218K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$213K

Top Sells

1
+$3.4M
2
+$2.07M
3
+$1.26M
4
EXAS icon
Exact Sciences
EXAS
+$789K
5
VZ icon
Verizon
VZ
+$684K

Sector Composition

1 Technology 23.85%
2 Healthcare 19.37%
3 Consumer Discretionary 14.43%
4 Industrials 10.82%
5 Communication Services 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.47M 4.71%
65,174
-1,191
2
$7.93M 4.41%
71,486
-1,877
3
$5.97M 3.32%
67,630
-1,650
4
$5.26M 2.92%
32,527
+363
5
$4.88M 2.71%
50,156
-1,917
6
$4.82M 2.68%
30,685
+40
7
$4.76M 2.64%
56,610
-2,215
8
$4.71M 2.62%
84,220
-350
9
$4.68M 2.6%
9,129
-292
10
$4.64M 2.58%
46,795
-551
11
$4.41M 2.45%
138,170
-1,878
12
$4.36M 2.42%
85,046
-1,875
13
$4.27M 2.37%
13,512
+35
14
$4.19M 2.33%
52,674
-1,480
15
$4.1M 2.28%
23,202
+84
16
$4M 2.22%
46,070
-245
17
$3.82M 2.13%
15,947
-629
18
$3.74M 2.08%
33,990
-18,798
19
$3.68M 2.05%
24,570
-640
20
$3.52M 1.96%
55,368
+234
21
$3.3M 1.83%
101,897
+399
22
$3.28M 1.82%
15,794
-624
23
$3.13M 1.74%
76,941
+54,196
24
$3.05M 1.69%
123,165
-26,753
25
$3.01M 1.67%
17,295
-11
1
2 3 4