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
$1.35B
AUM Growth
+$41.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$1.33M
3
+$1.32M
4
MRK icon
Merck
MRK
+$821K
5
SLB icon
SLB Ltd
SLB
+$805K

Top Sells

1
+$4.41M
2
+$2.21M
3
+$1.22M
4
EBAY icon
eBay
EBAY
+$793K
5
GE icon
GE Aerospace
GE
+$786K

Sector Composition

1 Consumer Discretionary 15.19%
2 Financials 14.84%
3 Healthcare 14.5%
4 Technology 13.99%
5 Industrials 11.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19.7M 1.45%
217,092
+654
27
$19.4M 1.43%
359,525
+300
28
$19M 1.4%
351,660
-2,640
29
$18.5M 1.36%
464,905
+20,265
30
$16.9M 1.25%
63,898
-1,744
31
$16.7M 1.23%
312,747
+24,610
32
$15.2M 1.13%
102,658
+1,764
33
$13.8M 1.02%
192,724
+340
34
$13.3M 0.98%
101,255
-350
35
$12.4M 0.91%
110,510
-608
36
$11M 0.81%
96,537
-19,299
37
$10M 0.74%
209,002
+360
38
$9.38M 0.69%
31,816
+1,879
39
$9.21M 0.68%
34,321
-806
40
$9.16M 0.68%
119,522
-3,113
41
$9.11M 0.67%
117,564
-500
42
$8.49M 0.63%
161,990
-3,202
43
$8.2M 0.6%
38,444
-850
44
$7.42M 0.55%
57,500
45
$5.69M 0.42%
34,407
-568
46
$5.68M 0.42%
133,626
+3,658
47
$5.2M 0.38%
79,093
+105
48
$5.07M 0.37%
27,463
-400
49
$4.88M 0.36%
28,826
+150
50
$4.65M 0.34%
36,680
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