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
$1.08B
AUM Growth
+$59.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$11M
3
+$5.04M
4
LH icon
Labcorp
LH
+$5M
5
SHPG
Shire pic
SHPG
+$2.51M

Top Sells

1
+$10.8M
2
+$8.25M
3
+$5.35M
4
JNJ icon
Johnson & Johnson
JNJ
+$4.2M
5
CL icon
Colgate-Palmolive
CL
+$1.53M

Sector Composition

1 Healthcare 18.91%
2 Consumer Discretionary 16.62%
3 Industrials 14.49%
4 Financials 13.18%
5 Technology 10.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17.5M 1.62%
394,911
-3,106
27
$17.4M 1.61%
89,512
+12,934
28
$16.5M 1.53%
258,122
-20,439
29
$16.5M 1.53%
424,200
+2,200
30
$13.4M 1.25%
233,982
+29,842
31
$13M 1.2%
174,823
-20,650
32
$12.7M 1.18%
145,557
-5,158
33
$11.4M 1.06%
105,045
-2,112
34
$11M 1.02%
+134,720
35
$9.92M 0.92%
72,818
36
$8.44M 0.78%
82,885
+1,315
37
$8.22M 0.76%
69,641
+42,345
38
$8.09M 0.75%
205,982
-28,848
39
$7.28M 0.68%
149,031
+700
40
$6.87M 0.64%
39,345
-47,225
41
$6.41M 0.6%
128,278
-4,910
42
$6.33M 0.59%
95,073
-1,271
43
$6.04M 0.56%
41,805
-2,081
44
$5.7M 0.53%
26,179
-205
45
$5.33M 0.5%
59,941
+2,969
46
$5.27M 0.49%
323,155
+82,800
47
$5.02M 0.47%
55,892
-1,862
48
$4.46M 0.41%
105,396
-33,321
49
$4.43M 0.41%
74,940
+9,440
50
$4.08M 0.38%
33,350
+2
1
2
3 4 5