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
$979M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$7.52M
3
+$2.66M
4
SYF icon
Synchrony
SYF
+$2.53M
5
MA icon
Mastercard
MA
+$2.08M

Top Sells

1
+$8.21M
2
+$7.25M
3
+$4.93M
4
FISV
Fiserv Inc
FISV
+$3.01M
5
EW icon
Edwards Lifesciences
EW
+$2.59M

Sector Composition

1 Healthcare 15.55%
2 Financials 14.87%
3 Technology 14.34%
4 Consumer Discretionary 13.83%
5 Industrials 13.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.1M 0.42%
64,500
-790
52
$3.98M 0.41%
25,940
-613
53
$3.81M 0.39%
27,185
-14,257
54
$3.34M 0.34%
59,520
-2,650
55
$3.25M 0.33%
37,933
+200
56
$3.23M 0.33%
23,415
-2,402
57
$3.17M 0.32%
30,722
-900
58
$3.03M 0.31%
93,825
+82,525
59
$3M 0.31%
32,073
-50
60
$2.93M 0.3%
73,006
-979
61
$2.83M 0.29%
49,925
-1,506
62
$2.42M 0.25%
23,052
-336
63
$2.27M 0.23%
27,425
-100
64
$2.03M 0.21%
33,620
-9,125
65
$2.01M 0.21%
14,990
-2,000
66
$2.01M 0.21%
46,026
-200
67
$1.96M 0.2%
75,272
-6,840
68
$1.79M 0.18%
30,604
-1,920
69
$1.68M 0.17%
19,880
-3,530
70
$1.65M 0.17%
23,265
-992
71
$1.58M 0.16%
42,660
-1,900
72
$1.51M 0.15%
37,967
+15,320
73
$1.49M 0.15%
32,102
-1,542
74
$1.43M 0.15%
58,137
-662
75
$1.39M 0.14%
45,830
+1,395
1 2
3
4 5