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
$956M
AUM Growth
+$40.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$29.5M
2
+$17.7M
3
+$9.72M
4
GWW icon
W.W. Grainger
GWW
+$3.74M
5
EBAY icon
eBay
EBAY
+$2.64M

Top Sells

1
+$29.3M
2
+$9.77M
3
+$8.38M
4
GE icon
GE Aerospace
GE
+$7.35M
5
PYPL icon
PayPal
PYPL
+$6.82M

Sector Composition

1 Healthcare 16.87%
2 Financials 15.4%
3 Consumer Discretionary 14.49%
4 Technology 12.77%
5 Industrials 12.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.4M 1.4%
520,783
-34,025
27
$13.3M 1.39%
199,633
+700
28
$12.5M 1.31%
83,770
-550
29
$11.9M 1.24%
152,599
-1,117
30
$11M 1.15%
54,321
+18,470
31
$10.9M 1.14%
108,953
-5,048
32
$10.2M 1.06%
260,716
-10,005
33
$10.1M 1.06%
277,187
-19,663
34
$9.37M 0.98%
197,416
-493
35
$9.23M 0.97%
335,930
+96,120
36
$7.78M 0.81%
142,856
-275
37
$7.58M 0.79%
77,910
+2,575
38
$7.29M 0.76%
110,399
-4,594
39
$6.78M 0.71%
53,148
40
$6.53M 0.68%
151,928
-13,077
41
$6.42M 0.67%
149,948
-368
42
$5.99M 0.63%
94,810
-7,250
43
$5.61M 0.59%
42,512
-136
44
$5.25M 0.55%
162,035
-12,675
45
$4.42M 0.46%
21,567
+774
46
$4.36M 0.46%
54,901
+2,168
47
$4.21M 0.44%
71,610
-68
48
$3.85M 0.4%
39,327
+6,355
49
$3.81M 0.4%
38,678
-315
50
$3.5M 0.37%
33,443
+555
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