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
-$219M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$5.14M
3
+$1.09M
4
AVGO icon
Broadcom
AVGO
+$1.05M
5
LIN icon
Linde
LIN
+$583K

Top Sells

1
+$6.31M
2
+$5.4M
3
+$5.14M
4
SYF icon
Synchrony
SYF
+$3.54M
5
AMZN icon
Amazon
AMZN
+$2.24M

Sector Composition

1 Consumer Discretionary 15.77%
2 Healthcare 14.87%
3 Financials 14.52%
4 Technology 13.9%
5 Industrials 12.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.3M 1.42%
215,015
+218
27
$15.8M 1.37%
561,579
-34,160
28
$13.6M 1.19%
340,885
+196,700
29
$13.6M 1.18%
288,699
+4,940
30
$13.5M 1.17%
71,309
-1,585
31
$11.5M 1.01%
40,888
-1,258
32
$11.2M 0.98%
188,294
+86,354
33
$11M 0.96%
99,850
+597
34
$10.7M 0.93%
109,803
+460
35
$9.67M 0.84%
206,037
+12,120
36
$9.14M 0.8%
84,177
+4,557
37
$9.08M 0.79%
198,597
+1,115
38
$8.45M 0.74%
123,951
-2,063
39
$8.45M 0.74%
121,392
-1,896
40
$8.05M 0.7%
39,444
+64
41
$7.56M 0.66%
30,053
+778
42
$6.77M 0.59%
137,340
-271
43
$5.55M 0.48%
49,318
-4,650
44
$5.01M 0.44%
131,546
-12,502
45
$4.83M 0.42%
36,851
+290
46
$4.72M 0.41%
102,435
-1,520
47
$4.49M 0.39%
68,487
+16,605
48
$4.47M 0.39%
76,064
-991
49
$3.95M 0.34%
28,546
-400
50
$3.92M 0.34%
27,788
-540
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