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
$1.57B
AUM Growth
+$87.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$8.79M
2
+$4.4M
3
+$2.97M
4
ROK icon
Rockwell Automation
ROK
+$1.28M
5
ECL icon
Ecolab
ECL
+$1.06M

Top Sells

1
+$8.08M
2
+$7.45M
3
+$6.02M
4
GNTX icon
Gentex
GNTX
+$4.43M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.78M

Sector Composition

1 Financials 18.3%
2 Healthcare 18.28%
3 Technology 17.5%
4 Consumer Staples 11.18%
5 Industrials 10.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$24M 1.53%
52,555
-724
27
$17.5M 1.11%
96,624
-708
28
$16.8M 1.07%
125,511
+1,172
29
$16.1M 1.03%
79,562
+3,166
30
$16.1M 1.03%
41,841
+172
31
$15.1M 0.96%
322,905
-159,645
32
$14.3M 0.91%
25,712
-180
33
$11.6M 0.74%
76,584
-5,565
34
$11.2M 0.72%
294,530
+5,984
35
$10.9M 0.7%
115,363
-792
36
$10.3M 0.66%
150,679
+128,292
37
$9.84M 0.63%
98,539
-2,200
38
$9.57M 0.61%
65,445
+595
39
$8.65M 0.55%
104,396
+500
40
$8.38M 0.53%
75,947
-69
41
$7.76M 0.5%
29,090
-30
42
$7.66M 0.49%
97,265
-4,225
43
$7.25M 0.46%
30,357
-295
44
$7.01M 0.45%
110,174
-1,240
45
$6.12M 0.39%
36,380
46
$5.74M 0.37%
17,140
-915
47
$5.7M 0.36%
68,157
48
$5.44M 0.35%
26,281
+170
49
$5.14M 0.33%
78,307
-2,029
50
$5.06M 0.32%
50,187
-909
1
2
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