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
$1.26B
AUM Growth
+$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$2.79M
3
+$2.42M
4
UNP icon
Union Pacific
UNP
+$2.07M
5
CMCSA icon
Comcast
CMCSA
+$1.46M

Top Sells

1
+$11.7M
2
+$6.62M
3
+$2.52M
4
GNTX icon
Gentex
GNTX
+$1.41M
5
MSFT icon
Microsoft
MSFT
+$1.1M

Sector Composition

1 Consumer Discretionary 17.87%
2 Financials 15.4%
3 Industrials 14.58%
4 Technology 14.19%
5 Healthcare 13.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19.3M 1.53%
244,676
+5,328
27
$19.2M 1.53%
209,235
-3,190
28
$16M 1.27%
245,442
+9,817
29
$14.9M 1.19%
274,426
+11,350
30
$14.7M 1.17%
74,936
-2,163
31
$13.4M 1.07%
43,496
-435
32
$12.6M 1%
74,588
-39,242
33
$11.3M 0.89%
107,971
+3,825
34
$10.9M 0.87%
70,797
+1,863
35
$10.6M 0.84%
96,992
+2,160
36
$10.5M 0.84%
127,517
-1,564
37
$9.31M 0.74%
186,077
+21,930
38
$8.36M 0.66%
105,192
-147,844
39
$7.95M 0.63%
138,791
-435
40
$7.51M 0.6%
27,495
+1,381
41
$7.34M 0.58%
39,312
+50
42
$7.12M 0.57%
122,638
-100
43
$6.84M 0.54%
102,035
-3,030
44
$6.77M 0.54%
53,968
45
$6.32M 0.5%
97,510
+3,520
46
$5.95M 0.47%
141,018
+2,136
47
$5.67M 0.45%
102,188
-1,600
48
$5.07M 0.4%
75,759
-246
49
$4.99M 0.4%
37,205
-412
50
$4.48M 0.36%
27,368
-1,905
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