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
$1.48B
AUM Growth
-$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$1.82M
3
+$519K
4
LH icon
Labcorp
LH
+$508K
5
APH icon
Amphenol
APH
+$315K

Top Sells

1
+$18.6M
2
+$7.71M
3
+$4.82M
4
CVS icon
CVS Health
CVS
+$4.78M
5
PG icon
Procter & Gamble
PG
+$4.25M

Sector Composition

1 Healthcare 18.17%
2 Technology 18%
3 Financials 17.47%
4 Consumer Discretionary 10.98%
5 Consumer Staples 10.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$23.6M 1.59%
430,212
-11,550
27
$22.5M 1.52%
482,550
-4,670
28
$15.9M 1.07%
97,332
-8,039
29
$14.9M 1.01%
41,669
+202
30
$13.4M 0.91%
76,396
+2,885
31
$13M 0.88%
124,339
+4,963
32
$12.7M 0.86%
25,892
-75
33
$10.4M 0.7%
82,149
-33,640
34
$10.1M 0.68%
116,155
-11,417
35
$9.66M 0.65%
288,546
+9,396
36
$8.2M 0.55%
100,739
-1,145
37
$8.15M 0.55%
64,850
-3,095
38
$7.49M 0.51%
29,120
-20
39
$7.41M 0.5%
103,896
-455
40
$7.13M 0.48%
101,490
-22,230
41
$6.99M 0.47%
271,143
-299,094
42
$6.93M 0.47%
30,652
-180
43
$6.64M 0.45%
76,016
-295
44
$6.24M 0.42%
111,414
-10,445
45
$5.51M 0.37%
18,055
-2,580
46
$5.46M 0.37%
72,900
47
$5.34M 0.36%
68,157
-1,400
48
$5.27M 0.36%
36,380
49
$5.09M 0.34%
26,111
-850
50
$4.62M 0.31%
114,627
-6,015
1
2
3 4 5