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
$222M
AUM Growth
-$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$2.25M
2 +$1.44M
3 +$645K
4
AMD icon
Advanced Micro Devices
AMD
+$337K
5
TTD icon
Trade Desk
TTD
+$227K

Top Sells

1 +$4.54M
2 +$3.66M
3 +$3.36M
4
UBER icon
Uber
UBER
+$3.11M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.85M

Sector Composition

1 Technology 27.66%
2 Communication Services 12.6%
3 Healthcare 12.54%
4 Consumer Discretionary 10.87%
5 Financials 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
META icon
1
Meta Platforms (Facebook)
META
$1.8T
$8.85M 3.98%
11,984
-4,549
AMZN icon
2
Amazon
AMZN
$2.27T
$7.86M 3.54%
35,831
-20,677
GOOGL icon
3
Alphabet (Google) Class A
GOOGL
$3.06T
$7.6M 3.42%
43,147
-16,145
AVGO icon
4
Broadcom
AVGO
$1.65T
$6.53M 2.94%
23,704
-13,278
UBER icon
5
Uber
UBER
$192B
$6.52M 2.94%
69,910
-33,291
MSFT icon
6
Microsoft
MSFT
$3.82T
$6.33M 2.85%
12,717
-4,083
AAPL icon
7
Apple
AAPL
$3.74T
$5.91M 2.66%
28,802
-10,117
ORCL icon
8
Oracle
ORCL
$830B
$5M 2.25%
22,863
-9,262
ETN icon
9
Eaton
ETN
$145B
$4.65M 2.09%
13,026
-4,215
ABBV icon
10
AbbVie
ABBV
$406B
$4.61M 2.08%
24,852
-2,291
DIS icon
11
Walt Disney
DIS
$199B
$4.6M 2.07%
37,112
-11,464
AMAT icon
12
Applied Materials
AMAT
$179B
$4.48M 2.02%
24,495
-9,477
BX icon
13
Blackstone
BX
$122B
$4.48M 2.02%
29,970
+4,310
NFLX icon
14
Netflix
NFLX
$510B
$4.37M 1.97%
3,264
-1,865
QCOM icon
15
Qualcomm
QCOM
$176B
$3.97M 1.79%
24,915
-7,861
IBM icon
16
IBM
IBM
$262B
$3.85M 1.73%
13,075
-1,900
DLR icon
17
Digital Realty Trust
DLR
$58.9B
$3.77M 1.7%
21,633
-5,146
XLK icon
18
Technology Select Sector SPDR Fund
XLK
$93.7B
$3.73M 1.68%
14,722
-235
NVDA icon
19
NVIDIA
NVDA
$4.46T
$3.71M 1.67%
23,499
-8,068
TJX icon
20
TJX Companies
TJX
$160B
$3.69M 1.66%
29,891
-12,723
FSLR icon
21
First Solar
FSLR
$24.9B
$3.57M 1.61%
21,574
-5,242
EXPE icon
22
Expedia Group
EXPE
$26.6B
$3.57M 1.6%
21,142
-8,570
JPM icon
23
JPMorgan Chase
JPM
$810B
$3.5M 1.57%
12,057
-2,496
MDT icon
24
Medtronic
MDT
$123B
$3.26M 1.47%
37,382
-10,418
HD icon
25
Home Depot
HD
$390B
$3.2M 1.44%
8,717
-1,061