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
$199M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$3.86M
2
+$3.16M
3
+$1.07M
4
ILMN icon
Illumina
ILMN
+$1.01M
5
DLR icon
Digital Realty Trust
DLR
+$757K

Top Sells

1
+$3.65M
2
+$1.77M
3
+$1.5M
4
FSLR icon
First Solar
FSLR
+$518K
5
SBUX icon
Starbucks
SBUX
+$488K

Sector Composition

1 Technology 27.76%
2 Healthcare 17.46%
3 Consumer Discretionary 12.97%
4 Communication Services 9.46%
5 Industrials 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.5M 5.31%
63,874
-1,300
2
$6.92M 3.49%
66,730
-900
3
$6.02M 3.03%
48,978
-1,178
4
$5.85M 2.94%
56,595
-15
5
$5.25M 2.65%
81,870
-2,350
6
$5.21M 2.63%
30,431
-254
7
$5.1M 2.57%
32,027
-500
8
$4.87M 2.45%
138,115
-55
9
$4.83M 2.43%
22,190
-2,380
10
$4.59M 2.31%
45,830
-240
11
$4.58M 2.31%
15,902
-45
12
$4.47M 2.25%
9,209
+80
13
$4.39M 2.21%
34,445
+455
14
$4.38M 2.21%
42,110
-4,685
15
$4.25M 2.14%
20,049
-170
16
$4.1M 2.06%
52,294
-380
17
$4.01M 2.02%
126,636
+3,471
18
$3.95M 1.99%
37,151
-34,335
19
$3.94M 1.99%
13,367
-145
20
$3.86M 1.94%
+47,830
21
$3.65M 1.84%
23,532
+330
22
$3.53M 1.78%
15,663
-131
23
$3.49M 1.76%
85,651
+605
24
$3.49M 1.76%
56,208
+840
25
$3.35M 1.69%
49,416
-1,490
1
2 3 4