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
$1.37B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$23.1M
2
+$5.15M
3
+$2.51M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.57M
5
LH icon
Labcorp
LH
+$1.32M

Top Sells

1
+$12.2M
2
+$10.5M
3
+$8.38M
4
GNTX icon
Gentex
GNTX
+$2.19M
5
CELG
Celgene Corp
CELG
+$2.11M

Sector Composition

1 Consumer Discretionary 16.59%
2 Industrials 14.83%
3 Financials 14.6%
4 Healthcare 14.31%
5 Technology 13.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$20.4M 1.49%
214,797
+5,562
27
$19.7M 1.44%
595,739
+20,386
28
$16.4M 1.2%
283,759
+9,333
29
$16.2M 1.19%
72,894
-2,042
30
$15.1M 1.1%
42,146
-1,350
31
$12.4M 0.9%
228,294
-17,148
32
$12.3M 0.9%
109,343
+1,372
33
$11.9M 0.87%
79,620
+8,823
34
$11.1M 0.81%
99,253
+2,261
35
$10.7M 0.78%
126,014
-1,503
36
$10.4M 0.76%
197,482
+11,405
37
$9.17M 0.67%
193,917
-223,085
38
$8.78M 0.64%
137,611
-1,180
39
$8.57M 0.63%
29,275
+1,780
40
$8.43M 0.62%
39,380
+68
41
$8.12M 0.59%
123,288
+650
42
$7.31M 0.53%
81,657
-23,535
43
$6.83M 0.5%
101,940
+4,430
44
$6.64M 0.49%
53,968
45
$6.19M 0.45%
144,185
+119,940
46
$6.16M 0.45%
101,086
-949
47
$5.91M 0.43%
144,048
+3,030
48
$5.51M 0.4%
36,561
-644
49
$5.46M 0.4%
103,955
+1,767
50
$5.24M 0.38%
77,055
+1,296
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