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
$1.39B
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$44.2M
2
+$2.03M
3
+$1.31M
4
BAC icon
Bank of America
BAC
+$1.23M
5
JNJ icon
Johnson & Johnson
JNJ
+$719K

Top Sells

1
+$23.3M
2
+$14.2M
3
+$6.08M
4
EBAY icon
eBay
EBAY
+$4.29M
5
COST icon
Costco
COST
+$2.4M

Sector Composition

1 Financials 15.82%
2 Healthcare 14.98%
3 Consumer Discretionary 14.69%
4 Technology 14.58%
5 Industrials 11.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19.7M 1.42%
356,740
-2,785
27
$17.8M 1.28%
195,285
-21,807
28
$16.7M 1.21%
61,536
-2,362
29
$15.8M 1.14%
405,554
-110,020
30
$15.7M 1.13%
314,410
+1,663
31
$15.1M 1.09%
104,654
+1,996
32
$14.3M 1.03%
193,874
+1,150
33
$13.8M 1%
100,685
-570
34
$12.9M 0.93%
109,220
-1,290
35
$12.2M 0.88%
91,223
-5,314
36
$11.4M 0.82%
333,649
-684,662
37
$10.8M 0.78%
208,872
-130
38
$9.71M 0.7%
32,681
-1,640
39
$9.49M 0.68%
31,777
-39
40
$8.98M 0.65%
114,904
-2,660
41
$8.25M 0.59%
116,841
-2,681
42
$7.53M 0.54%
136,120
-25,870
43
$7.46M 0.54%
57,500
44
$5.42M 0.39%
33,596
-811
45
$5.25M 0.38%
130,298
-3,328
46
$5.2M 0.37%
27,011
-452
47
$5.1M 0.37%
78,167
-926
48
$4.63M 0.33%
91,726
-1,378
49
$4.6M 0.33%
28,402
-424
50
$4.52M 0.33%
36,680
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