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
$989M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$8.27M
3
+$4.84M
4
BXP icon
Boston Properties
BXP
+$3.02M
5
MRK icon
Merck
MRK
+$1.32M

Top Sells

1
+$8.26M
2
+$6.2M
3
+$5.65M
4
WFC icon
Wells Fargo
WFC
+$4.14M
5
KO icon
Coca-Cola
KO
+$2M

Sector Composition

1 Technology 15.63%
2 Financials 15.53%
3 Healthcare 15.3%
4 Industrials 13.53%
5 Consumer Discretionary 13.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.3M 1.54%
513,784
-405
27
$15.2M 1.54%
107,320
+2,370
28
$14.8M 1.49%
85,100
-900
29
$14.2M 1.44%
205,159
-19,042
30
$14.1M 1.42%
152,256
-3,659
31
$13.7M 1.38%
495,100
-1,856
32
$11M 1.12%
278,104
-300
33
$10.8M 1.09%
114,160
-765
34
$9.11M 0.92%
215,866
-47,330
35
$8.89M 0.9%
80,756
-325
36
$8.84M 0.89%
216,840
+202,874
37
$8.2M 0.83%
130,957
-131,985
38
$7.77M 0.79%
155,640
-113,095
39
$7.41M 0.75%
49,328
-4,070
40
$7.29M 0.74%
134,441
+24,417
41
$7.25M 0.73%
158,950
-17,900
42
$6.84M 0.69%
53,148
+23,480
43
$6.14M 0.62%
135,461
-1,900
44
$5.76M 0.58%
155,026
-3,160
45
$5.53M 0.56%
41,442
-9,477
46
$5.39M 0.55%
26,071
+70
47
$5.02M 0.51%
55,081
-5,826
48
$5M 0.51%
41,891
+980
49
$4.89M 0.49%
19,177
+110
50
$4.84M 0.49%
+6,742
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