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
$916M
AUM Growth
-$58.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$10.6M
3
+$8.53M
4
PYPL icon
PayPal
PYPL
+$7.83M
5
SYF icon
Synchrony
SYF
+$2.67M

Top Sells

1
+$11M
2
+$10.1M
3
+$9.63M
4
SYY icon
Sysco
SYY
+$7.55M
5
EV
Eaton Vance Corp.
EV
+$7.27M

Sector Composition

1 Healthcare 16.85%
2 Financials 16.36%
3 Consumer Discretionary 13.85%
4 Technology 13.45%
5 Industrials 13.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.24M 0.35%
56,530
-2,540
52
$3.23M 0.35%
32,888
+715
53
$3.18M 0.35%
32,972
+1,800
54
$3.15M 0.34%
39,155
+1,422
55
$3.04M 0.33%
21,933
-356
56
$2.91M 0.32%
141,775
+30,950
57
$2.71M 0.3%
22,817
-120
58
$2.43M 0.26%
54,915
+3,240
59
$2.39M 0.26%
20,228
-1,703
60
$1.89M 0.21%
46,026
61
$1.82M 0.2%
23,119
62
$1.76M 0.19%
72,072
-800
63
$1.67M 0.18%
50,421
+24,813
64
$1.66M 0.18%
30,504
-100
65
$1.62M 0.18%
26,825
-600
66
$1.61M 0.18%
22,915
-100
67
$1.47M 0.16%
44,708
-28,943
68
$1.45M 0.16%
17,430
-50
69
$1.26M 0.14%
51,231
-2,118
70
$1.24M 0.14%
30,920
-500
71
$1.24M 0.13%
34,656
-7,817
72
$1.17M 0.13%
42,630
-5,145
73
$1.16M 0.13%
31,460
-11,000
74
$1.08M 0.12%
9,321
75
$1.03M 0.11%
23,591
+2,006
1 2
3
4 5