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
$1.21B
AUM Growth
+$59.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$8.63M
2
+$2.55M
3
+$1.24M
4
MRK icon
Merck
MRK
+$1.22M
5
TJX icon
TJX Companies
TJX
+$1.1M

Top Sells

1
+$1.79M
2
+$1.61M
3
+$1.5M
4
EW icon
Edwards Lifesciences
EW
+$1.34M
5
SLB icon
SLB Ltd
SLB
+$1.05M

Sector Composition

1 Financials 17.03%
2 Healthcare 16.28%
3 Consumer Discretionary 16.22%
4 Industrials 14.17%
5 Technology 11.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$20.1M 1.66%
383,300
-8,120
27
$18.9M 1.56%
235,530
-2,018
28
$18.2M 1.51%
117,395
+16,408
29
$17.5M 1.45%
245,383
-1,125
30
$17.5M 1.44%
287,917
-6,575
31
$13.7M 1.13%
661,278
+25,425
32
$12.4M 1.02%
81,609
-2,225
33
$11.6M 0.96%
49,128
-6,836
34
$11.3M 0.93%
94,138
-575
35
$10.8M 0.89%
128,840
+2,115
36
$10.2M 0.85%
95,549
-680
37
$9.27M 0.77%
139,676
-1,175
38
$9.09M 0.75%
66,362
+279
39
$8.09M 0.67%
62,218
-3,500
40
$7.47M 0.62%
37,684
+685
41
$7.12M 0.59%
94,350
-2,535
42
$6.75M 0.56%
100,099
-15,603
43
$6.69M 0.55%
24,883
-73
44
$6.34M 0.52%
124,458
+540
45
$6.03M 0.5%
131,366
+18,314
46
$5.42M 0.45%
77,047
+2,327
47
$4.99M 0.41%
105,457
+44
48
$4.44M 0.37%
28,993
-105
49
$4.4M 0.36%
37,516
-453
50
$4.08M 0.34%
16,362
-349
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