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
$2.02B
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$8.63M
3
+$2.5M
4
INTC icon
Intel
INTC
+$1.85M
5
UBER icon
Uber
UBER
+$1.41M

Top Sells

1
+$26.6M
2
+$5.21M
3
+$3.29M
4
NTR icon
Nutrien
NTR
+$3.29M
5
MMC icon
Marsh & McLennan
MMC
+$2.38M

Sector Composition

1 Technology 17.77%
2 Financials 17%
3 Healthcare 16.16%
4 Consumer Discretionary 11.36%
5 Consumer Staples 10.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$30.6M 1.51%
85,101
+866
27
$22.9M 1.13%
84,910
-3,804
28
$22M 1.09%
527,576
+59,956
29
$20.8M 1.03%
276,478
-43,741
30
$19.5M 0.96%
57,904
-79,223
31
$19M 0.94%
119,780
-15
32
$18.6M 0.92%
107,364
-735
33
$16.7M 0.82%
34,932
-439
34
$14.1M 0.7%
27,257
-300
35
$12.5M 0.62%
108,897
+75,395
36
$12.1M 0.6%
29,286
-160
37
$11.7M 0.58%
137,184
+2,990
38
$11.7M 0.58%
94,694
-1,720
39
$11.4M 0.57%
272,820
+33,599
40
$10.4M 0.52%
113,014
-355
41
$10.3M 0.51%
106,846
+120
42
$10.2M 0.51%
52,730
-800
43
$9.77M 0.48%
20,703
-10
44
$8.7M 0.43%
34,548
-753
45
$8.39M 0.42%
72,830
46
$8.3M 0.41%
147,825
-5,645
47
$7.85M 0.39%
31,847
-30
48
$7.35M 0.36%
36,380
49
$7.31M 0.36%
123,466
+885
50
$6.8M 0.34%
19,503
-70
1
2
3 4 5