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
$798M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$34.5M
2
+$32.1M
3
+$31.9M
4
JNJ icon
Johnson & Johnson
JNJ
+$30.6M
5
GNTX icon
Gentex
GNTX
+$28.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.7%
2 Healthcare 15.42%
3 Industrials 14.07%
4 Financials 13.69%
5 Consumer Discretionary 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.67M 0.46%
+1,932,160
52
$3.61M 0.45%
+81,499
53
$3.55M 0.45%
+62,001
54
$3.3M 0.41%
+108,010
55
$3.23M 0.4%
+38,120
56
$3.17M 0.4%
+82,286
57
$3.14M 0.39%
+68,045
58
$2.94M 0.37%
+32,158
59
$2.7M 0.34%
+49,553
60
$2.39M 0.3%
+27,824
61
$2.39M 0.3%
+117,192
62
$2.14M 0.27%
+59,076
63
$2.13M 0.27%
+29,567
64
$2.06M 0.26%
+49,835
65
$1.79M 0.22%
+31,369
66
$1.58M 0.2%
+27,757
67
$1.54M 0.19%
+44,190
68
$1.42M 0.18%
+53,251
69
$1.4M 0.18%
+273,414
70
$1.34M 0.17%
+12,110
71
$1.31M 0.16%
+16,930
72
$1.21M 0.15%
+9,715
73
$1.19M 0.15%
+16,461
74
$1.18M 0.15%
+18,551
75
$1.18M 0.15%
+7
1 2
3
4 5