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
$251M
AUM Growth
-$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$2.23M
3
+$2.22M
4
ADBE icon
Adobe
ADBE
+$1.27M
5
EXAS icon
Exact Sciences
EXAS
+$583K

Top Sells

1
+$2.43M
2
+$1.92M
3
+$937K
4
KHC icon
Kraft Heinz
KHC
+$863K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$826K

Sector Composition

1 Technology 25.99%
2 Healthcare 12.74%
3 Communication Services 12.62%
4 Consumer Discretionary 12.49%
5 Financials 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.8M 4.28%
56,508
-2,271
2
$9.53M 3.79%
16,533
-270
3
$9.17M 3.65%
59,292
-2,867
4
$8.65M 3.44%
38,919
-1,428
5
$7.52M 2.99%
103,201
-4,549
6
$6.31M 2.51%
16,800
+1,213
7
$6.19M 2.46%
36,982
-4,349
8
$5.69M 2.26%
27,143
-585
9
$5.19M 2.07%
42,614
-1,466
10
$5.03M 2%
32,776
-1,054
11
$4.99M 1.99%
29,712
-813
12
$4.93M 1.96%
33,972
-2,226
13
$4.79M 1.91%
48,576
-1,085
14
$4.78M 1.9%
5,129
-300
15
$4.69M 1.87%
17,241
-100
16
$4.49M 1.79%
32,125
+1,281
17
$4.3M 1.71%
47,800
-506
18
$4.29M 1.71%
60,561
-1,174
19
$4.2M 1.67%
11,998
-2,673
20
$4.06M 1.62%
50,352
-1,892
21
$4.01M 1.6%
44,727
-336
22
$3.84M 1.53%
26,779
+3,437
23
$3.83M 1.52%
14,275
-190
24
$3.72M 1.48%
14,975
-1,756
25
$3.59M 1.43%
25,660
+1,675
1
2 3 4 5