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
$955M
AUM Growth
+$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$9.9M
2
+$2.12M
3
+$1.69M
4
SNY icon
Sanofi
SNY
+$981K
5
AMZN icon
Amazon
AMZN
+$911K

Top Sells

1
+$5.99M
2
+$1.82M
3
+$1.51M
4
TMO icon
Thermo Fisher Scientific
TMO
+$1.23M
5
ORCL icon
Oracle
ORCL
+$1.15M

Sector Composition

1 Technology 16.27%
2 Financials 15.94%
3 Healthcare 14.25%
4 Industrials 12.9%
5 Consumer Discretionary 11.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.2M 1.59%
720,368
+15,029
27
$15M 1.57%
260,384
+8,904
28
$13.8M 1.44%
108,845
-47,300
29
$13.5M 1.42%
513,589
+12,598
30
$13.1M 1.37%
86,250
+650
31
$12.5M 1.31%
295,126
-22,728
32
$11.8M 1.24%
102,605
+5,995
33
$11.4M 1.19%
489,688
-3,252
34
$10.4M 1.09%
116,400
+220
35
$10.2M 1.07%
272,054
+264,360
36
$9.12M 0.95%
171,425
+18,450
37
$8.19M 0.86%
81,178
-1,041
38
$6.58M 0.69%
55,324
-4,026
39
$5.74M 0.6%
104,019
+9,066
40
$5.65M 0.59%
157,926
-940
41
$5.39M 0.56%
27,364
+419
42
$5.35M 0.56%
53,167
-7,963
43
$5.22M 0.55%
30,121
-4,236
44
$5.18M 0.54%
137,561
+20
45
$5.13M 0.54%
41,111
-428
46
$4.8M 0.5%
64,440
-4,050
47
$4.79M 0.5%
60,963
-1,310
48
$4.77M 0.5%
18,747
+544
49
$4.31M 0.45%
80,835
-10,850
50
$4.28M 0.45%
62,548
-1,700
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