BHIA

Birch Hill Investment Advisors Portfolio holdings

AUM $2.37B
1-Year Est. Return 18.52%
This Quarter Est. Return
1 Year Est. Return
+18.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$798M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$34.5M
2
+$32.1M
3
+$31.9M
4
JNJ icon
Johnson & Johnson
JNJ
+$30.6M
5
GNTX icon
Gentex
GNTX
+$28.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.7%
2 Healthcare 15.42%
3 Industrials 14.07%
4 Financials 13.69%
5 Consumer Discretionary 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.3M 1.55%
+306,178
27
$10M 1.26%
+119,500
28
$9.8M 1.23%
+160,230
29
$9.7M 1.22%
+255,005
30
$9.34M 1.17%
+261,830
31
$8.96M 1.12%
+109,596
32
$7.67M 0.96%
+261,869
33
$7.04M 0.88%
+71,410
34
$6.6M 0.83%
+124,947
35
$6.53M 0.82%
+185,536
36
$6.5M 0.82%
+170,451
37
$6.17M 0.77%
+72,846
38
$6.01M 0.75%
+424,200
39
$5.96M 0.75%
+70,425
40
$5.79M 0.73%
+75,261
41
$5.73M 0.72%
+22,718
42
$5.49M 0.69%
+75,456
43
$5.37M 0.67%
+135,285
44
$4.55M 0.57%
+75,218
45
$4.32M 0.54%
+126,088
46
$4.28M 0.54%
+40,600
47
$4.18M 0.52%
+42,286
48
$3.9M 0.49%
+32,963
49
$3.84M 0.48%
+23,855
50
$3.82M 0.48%
+161,706
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