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
$1.31B
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$16.3M
3
+$6.09M
4
LH icon
Labcorp
LH
+$2.2M
5
BXP icon
Boston Properties
BXP
+$1.1M

Top Sells

1
+$23M
2
+$4.19M
3
+$3.14M
4
MSFT icon
Microsoft
MSFT
+$2.79M
5
GNTX icon
Gentex
GNTX
+$2.23M

Sector Composition

1 Consumer Discretionary 15.06%
2 Healthcare 14.6%
3 Financials 14.3%
4 Technology 13.77%
5 Industrials 12.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19.9M 1.51%
244,960
-2,314
27
$19.4M 1.47%
444,640
+373,241
28
$17.9M 1.37%
359,225
+18,340
29
$17.7M 1.35%
216,438
+1,423
30
$15.5M 1.18%
65,642
-5,667
31
$15.2M 1.16%
288,137
-562
32
$14.4M 1.09%
115,836
-185,133
33
$13.3M 1.01%
100,894
+16,717
34
$13.2M 1%
192,384
+4,090
35
$12.5M 0.95%
101,605
+1,755
36
$11.2M 0.86%
111,118
+1,315
37
$11.2M 0.85%
208,642
+2,605
38
$10.6M 0.8%
35,127
-5,761
39
$9.91M 0.75%
122,635
-1,316
40
$8.89M 0.68%
118,064
-3,328
41
$8.52M 0.65%
29,937
-116
42
$7.96M 0.61%
165,192
-33,405
43
$7.89M 0.6%
39,294
-150
44
$7.7M 0.59%
57,500
+8,182
45
$6.69M 0.51%
131,836
-5,504
46
$5.59M 0.43%
34,975
-1,876
47
$5.52M 0.42%
129,968
-1,578
48
$5.12M 0.39%
78,988
+2,924
49
$4.9M 0.37%
27,863
+75
50
$4.79M 0.37%
28,676
+130
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