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
$989M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$8.27M
3
+$4.84M
4
BXP icon
Boston Properties
BXP
+$3.02M
5
MRK icon
Merck
MRK
+$1.32M

Top Sells

1
+$8.26M
2
+$6.2M
3
+$5.65M
4
WFC icon
Wells Fargo
WFC
+$4.14M
5
KO icon
Coca-Cola
KO
+$2M

Sector Composition

1 Technology 15.63%
2 Financials 15.53%
3 Healthcare 15.3%
4 Industrials 13.53%
5 Consumer Discretionary 13.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.07M 0.41%
26,553
-627
52
$3.74M 0.38%
61,516
-542
53
$3.66M 0.37%
65,290
+2,400
54
$3.58M 0.36%
62,170
-12,575
55
$3.55M 0.36%
25,817
-48
56
$3.17M 0.32%
51,431
-150
57
$3.15M 0.32%
37,733
-13,276
58
$3.05M 0.31%
31,622
+790
59
$2.91M 0.29%
73,985
-751
60
$2.87M 0.29%
32,123
-4,020
61
$2.68M 0.27%
42,745
-1,400
62
$2.62M 0.27%
23,388
-14
63
$2.27M 0.23%
27,525
-175
64
$2.18M 0.22%
82,112
-10,800
65
$2.13M 0.22%
16,990
-300
66
$2.13M 0.22%
32,524
-3,947
67
$2.08M 0.21%
46,226
68
$2.05M 0.21%
23,750
+3,945
69
$1.86M 0.19%
24,257
-50
70
$1.78M 0.18%
23,410
-100
71
$1.69M 0.17%
44,560
72
$1.51M 0.15%
33,644
-267
73
$1.49M 0.15%
58,799
-855
74
$1.36M 0.14%
6
75
$1.29M 0.13%
44,435
+120
1 2
3
4 5