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
$936M
AUM Growth
+$90.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$7.48M
3
+$5.97M
4
CAM
CAMERON INTERNATIONAL CORPORATION
CAM
+$4.87M
5
EBAY icon
eBay
EBAY
+$4.18M

Top Sells

1
+$5.74M
2
+$4.15M
3
+$3.68M
4
EXPD icon
Expeditors International
EXPD
+$3.67M
5
EW icon
Edwards Lifesciences
EW
+$3.64M

Sector Composition

1 Technology 15.89%
2 Financials 15.38%
3 Healthcare 14.25%
4 Industrials 13.65%
5 Consumer Discretionary 13.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.8M 1.58%
1,351,272
-332,010
27
$14.7M 1.57%
224,953
-915
28
$14.6M 1.56%
244,670
+81,840
29
$14.2M 1.51%
242,018
+6,415
30
$10.2M 1.09%
70,710
-100
31
$10M 1.07%
55,820
-5,667
32
$9.88M 1.06%
493,080
+4,732
33
$9.54M 1.02%
115,040
+279
34
$7.34M 0.78%
85,457
-12,148
35
$7.31M 0.78%
290,791
+130,065
36
$6.99M 0.75%
77,208
+1,911
37
$6.47M 0.69%
62,550
-7,324
38
$6.39M 0.68%
159,410
-21,171
39
$6.2M 0.66%
179,966
-270
40
$6.07M 0.65%
137,055
-83,000
41
$6.01M 0.64%
133,959
-92,500
42
$5.97M 0.64%
+111,235
43
$5.84M 0.62%
117,185
-12,475
44
$5.7M 0.61%
70,015
-1,133
45
$5.46M 0.58%
135,786
+2,000
46
$4.86M 0.52%
41,714
-365
47
$4.67M 0.5%
18,293
-2,905
48
$4.54M 0.49%
24,464
+818
49
$4.54M 0.48%
63,954
-4,499
50
$4.48M 0.48%
40,200
-19,300
1
2
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