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
$198M
AUM Growth
-$7.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$2.39M
3
+$1.53M
4
IBM icon
IBM
IBM
+$882K
5
META icon
Meta Platforms (Facebook)
META
+$417K

Top Sells

1
+$2.33M
2
+$2.25M
3
+$820K
4
CCI icon
Crown Castle
CCI
+$691K
5
ETN icon
Eaton
ETN
+$645K

Sector Composition

1 Technology 25.36%
2 Healthcare 19.09%
3 Consumer Discretionary 12.42%
4 Communication Services 10.67%
5 Industrials 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.35M 4.72%
54,633
-1,079
2
$8.41M 4.24%
64,290
-735
3
$7.01M 3.54%
55,165
-100
4
$5.9M 2.97%
19,649
+1,390
5
$5.73M 2.89%
124,652
-1,100
6
$5.73M 2.89%
26,873
-3,024
7
$5.34M 2.69%
38,569
-5,920
8
$4.89M 2.46%
15,477
+120
9
$4.76M 2.4%
31,912
-90
10
$4.63M 2.33%
52,063
-300
11
$4.55M 2.29%
9,349
+177
12
$4.23M 2.13%
138,842
-750
13
$3.93M 1.98%
35,350
+352
14
$3.91M 1.97%
24,188
+556
15
$3.77M 1.9%
48,170
+98
16
$3.77M 1.9%
36,576
-500
17
$3.72M 1.87%
45,860
-275
18
$3.59M 1.81%
+52,825
19
$3.59M 1.81%
29,681
-302
20
$3.53M 1.78%
15,333
-120
21
$3.46M 1.74%
33,565
-60
22
$3.44M 1.74%
41,470
-28,030
23
$3.39M 1.71%
49,680
+2,389
24
$3.34M 1.69%
21,469
-2,126
25
$3.34M 1.68%
11,052
-2,010
1
2 3 4