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
$916M
AUM Growth
-$58.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$10.6M
3
+$8.53M
4
PYPL icon
PayPal
PYPL
+$7.83M
5
SYF icon
Synchrony
SYF
+$2.67M

Top Sells

1
+$11M
2
+$10.1M
3
+$9.63M
4
SYY icon
Sysco
SYY
+$7.55M
5
EV
Eaton Vance Corp.
EV
+$7.27M

Sector Composition

1 Healthcare 16.85%
2 Financials 16.36%
3 Consumer Discretionary 13.85%
4 Technology 13.45%
5 Industrials 13.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.1M 1.33%
84,320
+1,675
27
$11.4M 1.25%
153,716
+3,645
28
$10.8M 1.17%
114,001
+1,506
29
$10.7M 1.17%
296,850
-26,815
30
$9.77M 1.07%
56,248
-3,750
31
$9.46M 1.03%
197,909
-126
32
$8.53M 0.93%
+270,721
33
$7.83M 0.86%
+252,410
34
$7.71M 0.84%
35,851
+8,805
35
$7.11M 0.78%
143,131
+1,550
36
$7.01M 0.77%
114,993
-6,431
37
$6.79M 0.74%
75,335
+6,010
38
$6.62M 0.72%
165,005
-12,080
39
$6.29M 0.69%
53,148
40
$6.26M 0.68%
102,060
-13,355
41
$6.18M 0.67%
150,316
-2,350
42
$5.86M 0.64%
239,810
-394,190
43
$5.84M 0.64%
174,710
-217,650
44
$5.56M 0.61%
42,648
-850
45
$5.26M 0.57%
159,987
-333,532
46
$4.11M 0.45%
71,678
+255
47
$4.01M 0.44%
20,793
-3,970
48
$3.79M 0.41%
52,733
+887
49
$3.51M 0.38%
90,044
-193,660
50
$3.33M 0.36%
38,993
-1,033
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