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
$1.15B
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$6.98M
2
+$1.86M
3
+$1.64M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$936K
5
BAC icon
Bank of America
BAC
+$732K

Top Sells

1
+$3.88M
2
+$2.27M
3
+$1.79M
4
SLB icon
SLB Ltd
SLB
+$833K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$798K

Sector Composition

1 Healthcare 18.12%
2 Financials 16.43%
3 Consumer Discretionary 15.83%
4 Industrials 13.64%
5 Technology 11.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17.4M 1.51%
237,548
+1,788
27
$16.2M 1.41%
294,492
-8,237
28
$15.9M 1.38%
136,821
+4,081
29
$15.6M 1.35%
246,508
-45
30
$15.5M 1.35%
100,987
-11,690
31
$12.2M 1.06%
635,853
+362,973
32
$11.8M 1.03%
83,834
-1,310
33
$10.6M 0.92%
94,713
-355
34
$10.4M 0.9%
126,725
-1,023
35
$10.1M 0.88%
55,964
-2,125
36
$9.19M 0.8%
96,229
-450
37
$9.1M 0.79%
140,851
-2,350
38
$8.57M 0.75%
66,083
+320
39
$8.07M 0.7%
65,718
40
$8.07M 0.7%
115,702
-11,937
41
$7.06M 0.61%
96,885
-2,340
42
$6.78M 0.59%
36,999
-520
43
$6.36M 0.55%
123,918
+170
44
$6.31M 0.55%
24,956
-162
45
$5.12M 0.45%
74,720
-135
46
$5.1M 0.44%
105,413
-4,090
47
$4.93M 0.43%
113,052
+21,489
48
$4.15M 0.36%
37,969
-338
49
$3.96M 0.34%
43,530
+135
50
$3.93M 0.34%
29,098
-200
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