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
$929M
AUM Growth
-$7.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$8.31M
3
+$5.95M
4
EMC
EMC CORPORATION
EMC
+$5.76M
5
ECL icon
Ecolab
ECL
+$2.2M

Top Sells

1
+$8.19M
2
+$5.4M
3
+$5.08M
4
WM icon
Waste Management
WM
+$4.14M
5
IBM icon
IBM
IBM
+$3.95M

Sector Composition

1 Technology 16.73%
2 Financials 16.63%
3 Healthcare 13.5%
4 Consumer Discretionary 13.03%
5 Industrials 12.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.3M 1.64%
251,480
+9,462
27
$15.1M 1.62%
1,218,342
-132,930
28
$14.8M 1.59%
227,903
+2,950
29
$13.7M 1.48%
500,991
+210,200
30
$12.3M 1.32%
317,854
-77,545
31
$11.3M 1.22%
85,600
+14,890
32
$10.8M 1.16%
96,610
+74,420
33
$9.7M 1.04%
116,180
+1,140
34
$9.45M 1.02%
492,940
-140
35
$8M 0.86%
152,975
+41,740
36
$7.55M 0.81%
82,219
+5,011
37
$6.54M 0.7%
59,350
-3,200
38
$6.32M 0.68%
34,357
-21,463
39
$5.7M 0.61%
158,866
-21,100
40
$5.21M 0.56%
137,541
+1,755
41
$5.14M 0.55%
94,953
+6,917
42
$5.07M 0.55%
61,130
-24,327
43
$5.07M 0.55%
26,945
+2,481
44
$5.02M 0.54%
62,273
-7,742
45
$4.73M 0.51%
41,539
-175
46
$4.6M 0.5%
18,203
-90
47
$4.47M 0.48%
91,685
-25,500
48
$4.45M 0.48%
68,490
-955
49
$4.32M 0.46%
64,248
+1,274
50
$3.91M 0.42%
32,500
-7,700
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