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
$846M
AUM Growth
+$47.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$5.72M
3
+$1.49M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.12M
5
AAPL icon
Apple
AAPL
+$1.09M

Top Sells

1
+$3.42M
2
+$3.29M
3
+$2.92M
4
CELG
Celgene Corp
CELG
+$2.66M
5
IBM icon
IBM
IBM
+$2.51M

Sector Composition

1 Technology 15.5%
2 Healthcare 15.44%
3 Financials 14.05%
4 Industrials 13.71%
5 Consumer Discretionary 12.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.4M 1.35%
+484,930
27
$10.9M 1.29%
61,487
-14,165
28
$10.7M 1.27%
281,005
+19,175
29
$9.7M 1.15%
220,055
-34,950
30
$9.5M 1.12%
162,830
+2,600
31
$9.34M 1.1%
226,459
-79,719
32
$9.12M 1.08%
114,761
+5,165
33
$8.31M 0.98%
488,348
+64,148
34
$8.31M 0.98%
97,605
-21,895
35
$8.08M 0.96%
70,810
-600
36
$6.89M 0.81%
69,874
-2,972
37
$6.48M 0.77%
180,581
-81,288
38
$6M 0.71%
75,297
-159
39
$5.83M 0.69%
180,236
-5,300
40
$5.62M 0.66%
129,660
-5,625
41
$5.55M 0.66%
21,198
-1,520
42
$5.48M 0.65%
59,500
-10,925
43
$5.38M 0.64%
71,148
-4,113
44
$4.39M 0.52%
42,079
-207
45
$4.37M 0.52%
133,786
+7,698
46
$4.35M 0.51%
68,453
-6,765
47
$4.34M 0.51%
40,600
48
$4.11M 0.49%
160,726
-980
49
$3.99M 0.47%
23,646
-209
50
$3.97M 0.47%
62,249
+248
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