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
$1.02B
AUM Growth
+$66.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$8.1M
3
+$7.34M
4
CMCSA icon
Comcast
CMCSA
+$6.53M
5
SLB icon
SLB Ltd
SLB
+$5.66M

Top Sells

1
+$10.3M
2
+$5.96M
3
+$3.51M
4
SYY icon
Sysco
SYY
+$3.25M
5
EMC
EMC CORPORATION
EMC
+$3.17M

Sector Composition

1 Healthcare 18.66%
2 Industrials 14.34%
3 Consumer Discretionary 13.97%
4 Financials 13.77%
5 Technology 12.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.6M 1.44%
422,000
+1,960
27
$14.3M 1.41%
195,473
-2,210
28
$14.1M 1.39%
150,715
+437
29
$14.1M 1.39%
+76,578
30
$13.1M 1.29%
86,570
+2,975
31
$12.8M 1.26%
546,590
+176,010
32
$11.4M 1.12%
107,157
-375
33
$11.3M 1.11%
204,140
+14,457
34
$10.8M 1.06%
396,823
-116,580
35
$9.61M 0.94%
234,830
-15,185
36
$9.61M 0.94%
72,818
37
$7.18M 0.71%
81,570
+845
38
$7.1M 0.7%
133,188
-2,660
39
$6.56M 0.64%
148,331
+2,285
40
$6.35M 0.62%
43,886
+2,484
41
$6.29M 0.62%
138,717
-9,238
42
$5.99M 0.59%
96,344
-3,333
43
$5.55M 0.55%
26,384
+308
44
$5.46M 0.54%
56,972
+9,625
45
$4.89M 0.48%
57,754
+2,283
46
$3.9M 0.38%
240,355
+76,780
47
$3.78M 0.37%
33,348
-135
48
$3.66M 0.36%
65,500
-5,286
49
$3.55M 0.35%
38,634
-21
50
$3.46M 0.34%
23,628
-71
1
2
3 4 5