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
-$2.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$12.4M
3
+$5.16M
4
ECL icon
Ecolab
ECL
+$1.22M
5
BAC icon
Bank of America
BAC
+$1.21M

Top Sells

1
+$13.7M
2
+$9.65M
3
+$5.69M
4
EBAY icon
eBay
EBAY
+$3.89M
5
AMZN icon
Amazon
AMZN
+$2.54M

Sector Composition

1 Consumer Discretionary 17.82%
2 Financials 16.22%
3 Healthcare 15.41%
4 Technology 13.83%
5 Industrials 13.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$18.8M 1.56%
360,907
+325,788
27
$18.7M 1.55%
363,320
-19,980
28
$17M 1.41%
113,830
-3,565
29
$15.5M 1.28%
244,208
-1,175
30
$15.2M 1.26%
235,625
-4,338
31
$13.5M 1.12%
77,099
-4,510
32
$12.4M 1.03%
+263,076
33
$12.4M 1.03%
43,931
-5,197
34
$11.5M 0.95%
104,146
+8,597
35
$10.4M 0.86%
94,832
+694
36
$9.63M 0.8%
129,081
+241
37
$9.58M 0.79%
68,934
+2,572
38
$9.13M 0.76%
139,226
-450
39
$8.29M 0.69%
164,147
+102,087
40
$7.83M 0.65%
39,262
+1,578
41
$6.93M 0.57%
26,114
+1,231
42
$6.81M 0.56%
105,065
+4,966
43
$6.74M 0.56%
93,990
-360
44
$6.65M 0.55%
53,968
-8,250
45
$6.53M 0.54%
122,738
-1,720
46
$6.53M 0.54%
138,882
+7,516
47
$5.44M 0.45%
103,788
-184,129
48
$5.3M 0.44%
76,005
-1,042
49
$4.49M 0.37%
29,273
+280
50
$4.27M 0.35%
37,617
+101
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