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
$955M
AUM Growth
+$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$9.9M
2
+$2.12M
3
+$1.69M
4
SNY icon
Sanofi
SNY
+$981K
5
AMZN icon
Amazon
AMZN
+$911K

Top Sells

1
+$5.99M
2
+$1.82M
3
+$1.51M
4
TMO icon
Thermo Fisher Scientific
TMO
+$1.23M
5
ORCL icon
Oracle
ORCL
+$1.15M

Sector Composition

1 Technology 16.27%
2 Financials 15.94%
3 Healthcare 14.25%
4 Industrials 12.9%
5 Consumer Discretionary 11.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.6M 0.38%
51,692
-1,043
52
$3.51M 0.37%
29,668
53
$3.48M 0.36%
52,401
+2,098
54
$3.15M 0.33%
72,816
-1,177
55
$3.14M 0.33%
26,247
-3,866
56
$3.08M 0.32%
38,083
-125
57
$3.07M 0.32%
28,050
+500
58
$2.97M 0.31%
22,780
-3,938
59
$2.61M 0.27%
22,100
-10,400
60
$2.38M 0.25%
31,612
-50
61
$2.36M 0.25%
92,176
-1,000
62
$2.27M 0.24%
40,219
+250
63
$2.05M 0.21%
47,226
-2,000
64
$1.77M 0.19%
24,807
-1,000
65
$1.74M 0.18%
23,510
-550
66
$1.61M 0.17%
60,316
-761
67
$1.59M 0.17%
45,958
-5,602
68
$1.38M 0.14%
33,791
-200
69
$1.34M 0.14%
27,416
-4,351
70
$1.31M 0.14%
15,166
71
$1.31M 0.14%
16,148
72
$1.28M 0.13%
44,775
+460
73
$1.19M 0.12%
42,371
74
$1.14M 0.12%
6
-1
75
$1.1M 0.11%
8,908
1 2
3
4 5