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
$951M
AUM Growth
-$5.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$2.01M
3
+$932K
4
CMCSA icon
Comcast
CMCSA
+$859K
5
CVS icon
CVS Health
CVS
+$832K

Top Sells

1
+$4.9M
2
+$4.06M
3
+$3.55M
4
FISV
Fiserv Inc
FISV
+$2.58M
5
EW icon
Edwards Lifesciences
EW
+$1.62M

Sector Composition

1 Healthcare 16.68%
2 Financials 14.73%
3 Consumer Discretionary 13.78%
4 Technology 13.34%
5 Industrials 13.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.36M 0.35%
38,278
-400
52
$3.3M 0.35%
23,699
+702
53
$2.98M 0.31%
54,715
+1,291
54
$2.78M 0.29%
163,575
-8,500
55
$2.63M 0.28%
19,714
-622
56
$2.32M 0.24%
16,014
-1,417
57
$2.12M 0.22%
71,672
-400
58
$2.12M 0.22%
22,216
-603
59
$1.92M 0.2%
55,541
+2,722
60
$1.88M 0.2%
56,040
-105,995
61
$1.87M 0.2%
46,026
62
$1.76M 0.18%
30,754
+188
63
$1.69M 0.18%
22,478
-437
64
$1.45M 0.15%
49,061
-846
65
$1.45M 0.15%
42,215
-93
66
$1.43M 0.15%
34,738
-18,110
67
$1.39M 0.15%
16,491
-935
68
$1.33M 0.14%
37,146
+1,360
69
$1.27M 0.13%
9,517
+196
70
$1.24M 0.13%
31,460
71
$1.24M 0.13%
42,975
-1,050
72
$1.24M 0.13%
26,509
-316
73
$1.21M 0.13%
28,864
-117
74
$1.18M 0.12%
30,640
-33,220
75
$1.14M 0.12%
21,089
-1,802
1 2
3
4 5