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
$1.17B
AUM Growth
+$70.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$6.93M
3
+$3.89M
4
COST icon
Costco
COST
+$2.71M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.31M

Top Sells

1
+$10.5M
2
+$4.84M
3
+$3M
4
ORCL icon
Oracle
ORCL
+$2.82M
5
TJX icon
TJX Companies
TJX
+$2.28M

Sector Composition

1 Consumer Discretionary 17.16%
2 Healthcare 16.89%
3 Financials 16.25%
4 Industrials 15.18%
5 Technology 11.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.74M 0.32%
31,163
-1,887
52
$3.59M 0.31%
84,646
-17,400
53
$3.58M 0.31%
18,318
-5,300
54
$3.5M 0.3%
88,051
+5,223
55
$3.24M 0.28%
23,577
+204
56
$3.16M 0.27%
19,771
-36
57
$2.92M 0.25%
56,671
+10,559
58
$2.49M 0.21%
23,203
-83
59
$2.23M 0.19%
16,494
-1,050
60
$2.19M 0.19%
13,138
+4
61
$2.15M 0.18%
35,998
-4,704
62
$1.91M 0.16%
29,302
-316
63
$1.88M 0.16%
58,472
+1,200
64
$1.84M 0.16%
46,913
-162
65
$1.82M 0.16%
46,166
-1,060
66
$1.64M 0.14%
47,965
+390
67
$1.61M 0.14%
20,793
-725
68
$1.55M 0.13%
49,473
+1,988
69
$1.36M 0.12%
9,267
-100
70
$1.35M 0.12%
16,292
-5,450
71
$1.34M 0.11%
21,647
-150
72
$1.25M 0.11%
5
73
$1.23M 0.1%
16,859
74
$1.17M 0.1%
32,399
+93
75
$1.12M 0.1%
8,470
1 2
3
4 5