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
$936M
AUM Growth
+$90.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$7.48M
3
+$5.97M
4
CAM
CAMERON INTERNATIONAL CORPORATION
CAM
+$4.87M
5
EBAY icon
eBay
EBAY
+$4.18M

Top Sells

1
+$5.74M
2
+$4.15M
3
+$3.68M
4
EXPD icon
Expeditors International
EXPD
+$3.67M
5
EW icon
Edwards Lifesciences
EW
+$3.64M

Sector Composition

1 Technology 15.89%
2 Financials 15.38%
3 Healthcare 14.25%
4 Industrials 13.65%
5 Consumer Discretionary 13.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.22M 0.45%
62,974
+725
52
$4.2M 0.45%
88,036
+3,746
53
$4.08M 0.44%
40,600
54
$3.89M 0.42%
40,288
55
$3.84M 0.41%
69,445
+800
56
$3.67M 0.39%
31,333
-119
57
$3.49M 0.37%
49,728
-550
58
$3.46M 0.37%
27,668
-610
59
$3.29M 0.35%
78,618
+1,603
60
$3.16M 0.34%
38,437
-275
61
$2.64M 0.28%
22,190
+8,465
62
$2.33M 0.25%
44,178
-845
63
$2.25M 0.24%
31,467
+998
64
$2.21M 0.24%
27,800
-24
65
$2.16M 0.23%
101,032
-3,800
66
$2.02M 0.22%
50,126
-4,450
67
$2.02M 0.22%
66,960
-18,950
68
$1.69M 0.18%
26,157
-100
69
$1.58M 0.17%
59,334
+1,614
70
$1.4M 0.15%
17,046
71
$1.37M 0.15%
23,910
-200
72
$1.28M 0.14%
33,441
-6,350
73
$1.25M 0.13%
7
74
$1.22M 0.13%
15,416
-500
75
$1.22M 0.13%
17,046
-1,355
1 2
3
4 5