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
$1.1B
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$7.16M
2
+$3.29M
3
+$2.39M
4
EBAY icon
eBay
EBAY
+$2.33M
5
ZBH icon
Zimmer Biomet
ZBH
+$1.49M

Top Sells

1
+$2.93M
2
+$2.63M
3
+$1.76M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.7M
5
EW icon
Edwards Lifesciences
EW
+$1.22M

Sector Composition

1 Healthcare 17.06%
2 Consumer Discretionary 16.51%
3 Industrials 15.32%
4 Financials 14.77%
5 Technology 11.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.54M 0.32%
44,881
-15,060
52
$3.15M 0.29%
23,373
+84
53
$2.96M 0.27%
82,828
+10
54
$2.96M 0.27%
19,807
-837
55
$2.74M 0.25%
23,286
-80
56
$2.52M 0.23%
17,544
-1,484
57
$2.37M 0.22%
46,112
-2
58
$2.27M 0.21%
40,702
-1,683
59
$2.08M 0.19%
13,134
-705
60
$1.85M 0.17%
29,618
+4
61
$1.8M 0.16%
21,742
+6,225
62
$1.79M 0.16%
17,015
-3,968
63
$1.72M 0.16%
47,075
-1,916
64
$1.71M 0.16%
57,272
-2,000
65
$1.69M 0.15%
40,350
-10,015
66
$1.65M 0.15%
47,226
-1,630
67
$1.65M 0.15%
21,518
-160
68
$1.57M 0.14%
47,575
+2,485
69
$1.53M 0.14%
47,485
-728
70
$1.52M 0.14%
21,797
-2,762
71
$1.26M 0.11%
9,367
-50
72
$1.22M 0.11%
5
73
$1.2M 0.11%
16,859
-500
74
$1.17M 0.11%
32,306
-13
75
$1.07M 0.1%
19,970
+53
1 2
3
4 5