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
$1.86B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$7.94M
2
+$5.08M
3
+$4.36M
4
OGN icon
Organon & Co
OGN
+$2.15M
5
FISV
Fiserv Inc
FISV
+$937K

Top Sells

1
+$4.54M
2
+$3.38M
3
+$2.97M
4
LH icon
Labcorp
LH
+$2.72M
5
PG icon
Procter & Gamble
PG
+$2.46M

Sector Composition

1 Financials 17.22%
2 Technology 17.18%
3 Healthcare 15.57%
4 Consumer Discretionary 11.65%
5 Consumer Staples 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$28.3M 1.52%
71,485
-2,020
27
$23.9M 1.28%
405,350
+73,927
28
$22.9M 1.23%
461,760
+4,715
29
$22M 1.18%
92,791
-11,467
30
$21.4M 1.15%
353,143
-6,850
31
$18.6M 1%
119,275
-575
32
$16M 0.86%
107,837
+240
33
$15.2M 0.82%
35,357
+460
34
$14.9M 0.8%
95,543
+108
35
$12.1M 0.65%
27,643
-90
36
$10.8M 0.58%
133,109
-175
37
$10.7M 0.57%
212,925
+101,385
38
$9.5M 0.51%
115,469
-5,041
39
$9.14M 0.49%
103,536
-20
40
$8.82M 0.47%
154,875
-5,280
41
$8.66M 0.47%
21,098
+927
42
$8.63M 0.46%
29,276
-280
43
$8.35M 0.45%
72,830
44
$7.84M 0.42%
53,735
-497
45
$7.73M 0.42%
121,727
-53,214
46
$7.62M 0.41%
34,648
-1,394
47
$7.41M 0.4%
42,132
+268
48
$7.1M 0.38%
83,241
-995
49
$6.7M 0.36%
36,380
50
$6.49M 0.35%
82,273
-1,088
1
2
3 4 5