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
$1.08B
AUM Growth
+$59.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$11M
3
+$5.04M
4
LH icon
Labcorp
LH
+$5M
5
SHPG
Shire pic
SHPG
+$2.51M

Top Sells

1
+$10.8M
2
+$8.25M
3
+$5.35M
4
JNJ icon
Johnson & Johnson
JNJ
+$4.2M
5
CL icon
Colgate-Palmolive
CL
+$1.53M

Sector Composition

1 Healthcare 18.91%
2 Consumer Discretionary 16.62%
3 Industrials 14.49%
4 Financials 13.18%
5 Technology 10.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.48M 0.32%
39,442
+808
52
$3.12M 0.29%
82,818
+14,203
53
$3.04M 0.28%
20,644
-2,984
54
$2.89M 0.27%
23,289
+10,925
55
$2.65M 0.25%
19,028
-254
56
$2.4M 0.22%
23,366
+747
57
$2.31M 0.21%
42,385
-14,430
58
$2.14M 0.2%
20,983
-10,975
59
$2.1M 0.2%
13,839
-1,498
60
$1.98M 0.18%
46,114
-759
61
$1.97M 0.18%
50,365
-3,075
62
$1.87M 0.17%
29,614
+502
63
$1.83M 0.17%
48,991
+4,650
64
$1.83M 0.17%
48,856
+7,900
65
$1.81M 0.17%
59,272
-8,400
66
$1.61M 0.15%
21,678
-500
67
$1.56M 0.14%
24,559
-1,350
68
$1.48M 0.14%
48,213
-57
69
$1.4M 0.13%
45,090
+295
70
$1.25M 0.12%
15,517
-600
71
$1.22M 0.11%
32,319
-354
72
$1.21M 0.11%
9,417
73
$1.16M 0.11%
27,428
+124
74
$1.11M 0.1%
17,359
-100
75
$1.08M 0.1%
5
1 2
3
4 5