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
$1.51B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$5.12M
3
+$4.95M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.22M
5
AMZN icon
Amazon
AMZN
+$3.05M

Top Sells

1
+$9.29M
2
+$4.43M
3
+$4M
4
FISV
Fiserv Inc
FISV
+$1.52M
5
SYF icon
Synchrony
SYF
+$1.48M

Sector Composition

1 Financials 16.6%
2 Healthcare 15.33%
3 Technology 15.23%
4 Consumer Discretionary 14.22%
5 Industrials 11.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$20.8M 1.38%
377,725
+20,985
27
$18.3M 1.21%
61,171
-365
28
$17.6M 1.16%
366,714
+52,304
29
$17.1M 1.13%
117,842
+13,188
30
$15.1M 1%
108,310
-910
31
$14.6M 0.96%
266,934
-169,944
32
$14.1M 0.93%
204,369
+10,495
33
$13.9M 0.92%
101,595
+910
34
$13.8M 0.91%
382,519
-23,035
35
$13.3M 0.88%
91,460
+237
36
$11.9M 0.79%
198,755
-10,117
37
$11.3M 0.75%
34,986
+3,209
38
$11.1M 0.73%
32,646
-35
39
$10.5M 0.7%
292,424
-41,225
40
$9.71M 0.64%
114,384
-520
41
$8.88M 0.59%
127,179
+10,338
42
$7.93M 0.52%
57,500
43
$7.51M 0.5%
126,655
-9,465
44
$6.29M 0.42%
34,769
+6,367
45
$6.03M 0.4%
86,805
+8,638
46
$5.97M 0.39%
134,267
+3,969
47
$5.68M 0.38%
33,321
-275
48
$5.68M 0.38%
26,961
-50
49
$4.89M 0.32%
90,961
-765
50
$4.88M 0.32%
36,680
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