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
$1.02B
AUM Growth
+$66.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$8.1M
3
+$7.34M
4
CMCSA icon
Comcast
CMCSA
+$6.53M
5
SLB icon
SLB Ltd
SLB
+$5.66M

Top Sells

1
+$10.3M
2
+$5.96M
3
+$3.51M
4
SYY icon
Sysco
SYY
+$3.25M
5
EMC
EMC CORPORATION
EMC
+$3.17M

Sector Composition

1 Healthcare 18.66%
2 Industrials 14.34%
3 Consumer Discretionary 13.97%
4 Financials 13.77%
5 Technology 12.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.31M 0.32%
31,958
-6,320
52
$3.06M 0.3%
+27,296
53
$2.96M 0.29%
56,815
+2,100
54
$2.53M 0.25%
19,282
-432
55
$2.42M 0.24%
68,615
+13,074
56
$2.37M 0.23%
22,619
+403
57
$2.23M 0.22%
15,337
-677
58
$2.21M 0.22%
67,672
-4,000
59
$1.89M 0.19%
46,873
+847
60
$1.89M 0.19%
53,440
-2,600
61
$1.8M 0.18%
29,112
-1,642
62
$1.73M 0.17%
22,178
-300
63
$1.57M 0.15%
48,270
-791
64
$1.57M 0.15%
44,341
+7,195
65
$1.42M 0.14%
12,364
+5,057
66
$1.41M 0.14%
40,956
-1,259
67
$1.38M 0.14%
25,909
-600
68
$1.38M 0.14%
31,260
-200
69
$1.34M 0.13%
16,117
-374
70
$1.34M 0.13%
44,795
+1,820
71
$1.2M 0.12%
9,417
-100
72
$1.2M 0.12%
26,495
-8,243
73
$1.16M 0.11%
17,459
-305
74
$1.14M 0.11%
20,465
-624
75
$1.08M 0.11%
5
1 2
3
4 5