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
$929M
AUM Growth
-$7.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$8.31M
3
+$5.95M
4
EMC
EMC CORPORATION
EMC
+$5.76M
5
ECL icon
Ecolab
ECL
+$2.2M

Top Sells

1
+$8.19M
2
+$5.4M
3
+$5.08M
4
WM icon
Waste Management
WM
+$4.14M
5
IBM icon
IBM
IBM
+$3.95M

Sector Composition

1 Technology 16.73%
2 Financials 16.63%
3 Healthcare 13.5%
4 Consumer Discretionary 13.03%
5 Industrials 12.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.58M 0.39%
52,735
-11,219
52
$3.42M 0.37%
30,113
-1,220
53
$3.4M 0.37%
29,668
-10,932
54
$3.36M 0.36%
50,303
+575
55
$3.18M 0.34%
26,718
-950
56
$3.05M 0.33%
38,208
-229
57
$3.03M 0.33%
73,993
-4,625
58
$2.37M 0.26%
31,662
+195
59
$2.33M 0.25%
27,550
-250
60
$2.23M 0.24%
93,176
-7,856
61
$2.11M 0.23%
49,226
-900
62
$2.05M 0.22%
39,969
-4,209
63
$1.83M 0.2%
25,807
-350
64
$1.67M 0.18%
51,560
-15,400
65
$1.64M 0.18%
18,385
-21,903
66
$1.62M 0.17%
61,077
+1,743
67
$1.59M 0.17%
24,060
+150
68
$1.51M 0.16%
31,767
+10,702
69
$1.49M 0.16%
35,449
-98,510
70
$1.31M 0.14%
7
71
$1.31M 0.14%
33,991
+550
72
$1.29M 0.14%
42,371
+3,522
73
$1.28M 0.14%
16,148
-898
74
$1.22M 0.13%
44,315
+1,960
75
$1.2M 0.13%
15,166
-250
1 2
3
4 5