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
$1.1B
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$7.16M
2
+$3.29M
3
+$2.39M
4
EBAY icon
eBay
EBAY
+$2.33M
5
ZBH icon
Zimmer Biomet
ZBH
+$1.49M

Top Sells

1
+$2.93M
2
+$2.63M
3
+$1.76M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.7M
5
EW icon
Edwards Lifesciences
EW
+$1.22M

Sector Composition

1 Healthcare 17.06%
2 Consumer Discretionary 16.51%
3 Industrials 15.32%
4 Financials 14.77%
5 Technology 11.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19.1M 1.74%
347,106
-47,805
27
$18.5M 1.68%
108,825
+19,313
28
$18.3M 1.67%
220,921
+86,201
29
$17.4M 1.58%
252,170
-5,952
30
$16.5M 1.5%
427,440
+3,240
31
$14.8M 1.34%
248,043
+14,061
32
$12.8M 1.16%
141,352
-4,205
33
$10.8M 0.98%
103,304
-1,741
34
$9.68M 0.88%
147,965
-26,858
35
$9.16M 0.83%
72,818
36
$8.54M 0.78%
82,750
-135
37
$8.35M 0.76%
75,723
+6,082
38
$8.33M 0.76%
96,508
+1,435
39
$7.78M 0.71%
149,356
+325
40
$7.07M 0.64%
183,751
-22,231
41
$6.75M 0.61%
41,444
-361
42
$5.96M 0.54%
127,728
-550
43
$5.42M 0.49%
299,830
-23,325
44
$5.18M 0.47%
23,039
-3,140
45
$4.51M 0.41%
53,597
-2,295
46
$4.4M 0.4%
23,618
-15,727
47
$4.28M 0.39%
74,140
-800
48
$4.23M 0.38%
102,046
-3,350
49
$4.02M 0.37%
39,117
-325
50
$3.87M 0.35%
33,050
-300
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