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
$974M
AUM Growth
-$4.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$2.03M
3
+$2.01M
4
MRK icon
Merck
MRK
+$806K
5
GWW icon
W.W. Grainger
GWW
+$793K

Top Sells

1
+$2.47M
2
+$1.64M
3
+$1.5M
4
ORCL icon
Oracle
ORCL
+$1.12M
5
FISV
Fiserv Inc
FISV
+$943K

Sector Composition

1 Financials 15.98%
2 Healthcare 15.43%
3 Technology 14%
4 Industrials 13.71%
5 Consumer Discretionary 13.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.54M 0.36%
59,070
-450
52
$3.47M 0.36%
22,289
-3,651
53
$3.43M 0.35%
110,825
+17,000
54
$3.27M 0.34%
31,172
+450
55
$3.11M 0.32%
32,173
+100
56
$3.03M 0.31%
37,733
-200
57
$2.96M 0.3%
22,937
-478
58
$2.92M 0.3%
73,651
+645
59
$2.86M 0.29%
51,675
+1,750
60
$2.78M 0.28%
21,931
-5,254
61
$2.34M 0.24%
37,950
-26,550
62
$2.23M 0.23%
23,119
+67
63
$2.14M 0.22%
27,425
64
$2.06M 0.21%
30,604
65
$2M 0.21%
46,026
66
$1.79M 0.18%
72,872
-2,400
67
$1.68M 0.17%
42,473
+4,506
68
$1.56M 0.16%
27,140
-6,480
69
$1.56M 0.16%
11,990
-3,000
70
$1.54M 0.16%
31,420
-682
71
$1.54M 0.16%
23,015
-250
72
$1.48M 0.15%
17,480
-2,400
73
$1.43M 0.15%
47,775
+1,945
74
$1.43M 0.15%
53,349
-4,788
75
$1.41M 0.14%
42,460
-200
1 2
3
4 5