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
$1.61B
AUM Growth
+$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$32.7M
2
+$25.1M
3
+$6.22M
4
ECL icon
Ecolab
ECL
+$2.9M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.31M

Top Sells

1
+$15.7M
2
+$15.6M
3
+$14.4M
4
GNTX icon
Gentex
GNTX
+$6.24M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$4.06M

Sector Composition

1 Technology 20.94%
2 Healthcare 16.01%
3 Financials 15.45%
4 Industrials 11.65%
5 Consumer Staples 11.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$25M 1.56%
50,405
-2,150
27
$22.8M 1.42%
117,599
-80,161
28
$18M 1.12%
43,817
+1,976
29
$16.8M 1.04%
85,015
+5,453
30
$16.6M 1.03%
91,234
-5,390
31
$16.4M 1.02%
23,774
-1,938
32
$16.1M 1%
123,624
-1,887
33
$12.7M 0.79%
254,890
-68,015
34
$12.5M 0.77%
128,878
+13,515
35
$12.1M 0.75%
296,724
+2,194
36
$11.5M 0.72%
163,184
+12,505
37
$10.7M 0.66%
63,560
-1,885
38
$8.98M 0.56%
60,379
-16,205
39
$8.66M 0.54%
85,682
-12,857
40
$8.63M 0.54%
103,696
-700
41
$8.27M 0.51%
28,930
-160
42
$8.2M 0.51%
74,747
-1,200
43
$7.37M 0.46%
583,896
-1,245,893
44
$7.07M 0.44%
94,075
-3,190
45
$6.75M 0.42%
108,774
-1,400
46
$6.69M 0.42%
36,380
47
$6.67M 0.41%
29,972
-385
48
$5.9M 0.37%
17,120
-20
49
$5.57M 0.35%
77,843
-464
50
$5.32M 0.33%
26,416
+135
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