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
$264M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.63M
3
+$1.42M
4
ALGN icon
Align Technology
ALGN
+$1.4M
5
TTWO icon
Take-Two Interactive
TTWO
+$1.19M

Top Sells

1
+$2.23M
2
+$1.05M
3
+$437K
4
ABBV icon
AbbVie
ABBV
+$380K
5
UNP icon
Union Pacific
UNP
+$362K

Sector Composition

1 Technology 26.64%
2 Healthcare 13.91%
3 Consumer Discretionary 12.44%
4 Communication Services 12.21%
5 Financials 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.4M 4.33%
61,299
+1,034
2
$10.5M 4%
63,610
+1,035
3
$10M 3.8%
17,528
+293
4
$9.61M 3.64%
41,224
-758
5
$7.98M 3.02%
106,124
-1,218
6
$7.32M 2.78%
42,442
+11,922
7
$7.29M 2.76%
36,065
+1,875
8
$6.63M 2.51%
15,409
+433
9
$6.6M 2.5%
26,440
+212
10
$5.73M 2.17%
17,276
-6,736
11
$5.65M 2.14%
33,248
+1,884
12
$5.43M 2.06%
27,511
-1,923
13
$5.31M 2.01%
45,164
-1,711
14
$5.15M 1.95%
30,204
-99
15
$4.97M 1.88%
58,759
-1,108
16
$4.84M 1.84%
50,331
+3,839
17
$4.83M 1.83%
42,511
+4,819
18
$4.72M 1.79%
50,343
-578
19
$4.65M 1.76%
31,435
-985
20
$4.12M 1.56%
45,787
-418
21
$4.11M 1.56%
14,962
+482
22
$4.03M 1.53%
14,735
+346
23
$4.02M 1.52%
9,926
-216
24
$3.98M 1.51%
5,617
-328
25
$3.98M 1.51%
18,886
-726
1
2 3 4 5