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
$956M
AUM Growth
+$40.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$29.5M
2
+$17.7M
3
+$9.72M
4
GWW icon
W.W. Grainger
GWW
+$3.74M
5
EBAY icon
eBay
EBAY
+$2.64M

Top Sells

1
+$29.3M
2
+$9.77M
3
+$8.38M
4
GE icon
GE Aerospace
GE
+$7.35M
5
PYPL icon
PayPal
PYPL
+$6.82M

Sector Composition

1 Healthcare 16.87%
2 Financials 15.4%
3 Consumer Discretionary 14.49%
4 Technology 12.77%
5 Industrials 12.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.43M 0.36%
83,644
-6,400
52
$3.35M 0.35%
39,484
+329
53
$2.95M 0.31%
172,075
+30,300
54
$2.9M 0.3%
22,997
+180
55
$2.56M 0.27%
53,424
-1,491
56
$2.45M 0.26%
20,336
+108
57
$2.31M 0.24%
63,860
-188,550
58
$2.29M 0.24%
17,431
-4,502
59
$2.05M 0.21%
22,819
-300
60
$2.02M 0.21%
52,848
-107,139
61
$1.96M 0.21%
46,026
62
$1.87M 0.2%
72,072
63
$1.81M 0.19%
30,566
+62
64
$1.73M 0.18%
52,819
+2,398
65
$1.55M 0.16%
22,915
66
$1.48M 0.16%
17,426
-4
67
$1.36M 0.14%
42,308
-2,400
68
$1.31M 0.14%
35,786
+1,130
69
$1.3M 0.14%
26,825
70
$1.3M 0.14%
28,981
-1,939
71
$1.3M 0.14%
49,907
-1,324
72
$1.23M 0.13%
9,321
73
$1.23M 0.13%
44,025
+1,395
74
$1.14M 0.12%
31,460
75
$1.1M 0.12%
31,973
+600
1 2
3
4 5