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
-$1.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$3.05M
2
+$1.62M
3
+$1.58M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.32M
5
UBER icon
Uber
UBER
+$1.18M

Top Sells

1
+$2.44M
2
+$2.15M
3
+$2.13M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.95M
5
MMC icon
Marsh & McLennan
MMC
+$1.38M

Sector Composition

1 Technology 17.52%
2 Financials 17.49%
3 Healthcare 15.46%
4 Consumer Discretionary 11.49%
5 Communication Services 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$29.3M 1.57%
84,235
+550
27
$25.6M 1.37%
460,245
+54,895
28
$21.4M 1.15%
88,714
-4,077
29
$20.8M 1.12%
320,219
-32,924
30
$19.9M 1.07%
467,620
+5,860
31
$19.6M 1.05%
119,795
+520
32
$16.3M 0.87%
108,099
+262
33
$15.2M 0.82%
35,371
+14
34
$13.7M 0.74%
96,414
+871
35
$10.8M 0.58%
27,557
-86
36
$10.7M 0.58%
239,221
+26,296
37
$10.1M 0.55%
134,194
+1,085
38
$9.77M 0.53%
113,369
-2,100
39
$9.42M 0.51%
29,446
+170
40
$9.12M 0.49%
153,470
-1,405
41
$9M 0.48%
53,530
-205
42
$8.8M 0.47%
20,713
-385
43
$8.65M 0.46%
106,726
+3,190
44
$7.89M 0.42%
72,830
45
$7.31M 0.39%
43,217
+1,085
46
$6.92M 0.37%
35,301
+653
47
$6.87M 0.37%
79,909
-3,332
48
$6.52M 0.35%
83,635
+1,362
49
$6.43M 0.35%
122,581
+11,927
50
$6.37M 0.34%
31,877
+825
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