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
$846M
AUM Growth
+$47.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$5.72M
3
+$1.49M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.12M
5
AAPL icon
Apple
AAPL
+$1.09M

Top Sells

1
+$3.42M
2
+$3.29M
3
+$2.92M
4
CELG
Celgene Corp
CELG
+$2.66M
5
IBM icon
IBM
IBM
+$2.51M

Sector Composition

1 Technology 15.5%
2 Healthcare 15.44%
3 Financials 14.05%
4 Industrials 13.71%
5 Consumer Discretionary 12.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.83M 0.45%
84,290
+2,791
52
$3.68M 0.44%
1,822,660
-109,500
53
$3.6M 0.43%
40,288
+2,168
54
$3.44M 0.41%
28,278
-4,685
55
$3.37M 0.4%
68,645
+600
56
$3.25M 0.38%
50,278
+725
57
$3.14M 0.37%
31,452
-706
58
$3.14M 0.37%
77,015
-5,271
59
$2.85M 0.34%
38,712
+9,145
60
$2.65M 0.31%
74,391
-96,060
61
$2.59M 0.31%
27,824
62
$2.42M 0.29%
85,910
-22,100
63
$2.1M 0.25%
104,832
-12,360
64
$2.01M 0.24%
45,023
-4,812
65
$2M 0.24%
54,576
-4,500
66
$1.73M 0.2%
30,469
-900
67
$1.64M 0.19%
26,257
-1,500
68
$1.58M 0.19%
13,725
+1,615
69
$1.48M 0.17%
57,720
+4,469
70
$1.35M 0.16%
272,198
-1,216
71
$1.32M 0.16%
39,791
-4,399
72
$1.3M 0.15%
24,110
+75
73
$1.29M 0.15%
17,046
+116
74
$1.21M 0.14%
18,401
-150
75
$1.19M 0.14%
7
1 2
3
4 5