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
$1.13B
AUM Growth
-$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$1.96M
3
+$1.54M
4
DCI icon
Donaldson
DCI
+$927K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$496K

Top Sells

1
+$14.7M
2
+$13.8M
3
+$6.85M
4
COF icon
Capital One
COF
+$3.01M
5
C icon
Citigroup
C
+$2.68M

Sector Composition

1 Healthcare 18.6%
2 Consumer Discretionary 16.29%
3 Financials 16.04%
4 Industrials 14.02%
5 Technology 11.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.7M 0.33%
46,041
-1,700
52
$3.62M 0.32%
29,298
-1,865
53
$3.61M 0.32%
80,470
-4,176
54
$3.27M 0.29%
18,790
-981
55
$2.98M 0.26%
57,296
+625
56
$2.65M 0.24%
18,833
-4,744
57
$2.41M 0.21%
23,103
-100
58
$2.33M 0.21%
16,278
-216
59
$2.11M 0.19%
29,152
-150
60
$2.05M 0.18%
34,398
-1,600
61
$2.05M 0.18%
58,472
62
$1.99M 0.18%
48,098
+1,185
63
$1.91M 0.17%
46,131
-35
64
$1.82M 0.16%
52,290
+4,325
65
$1.69M 0.15%
11,486
-1,652
66
$1.67M 0.15%
25,000
-40,000
67
$1.59M 0.14%
20,693
-100
68
$1.42M 0.13%
9,267
69
$1.27M 0.11%
5
70
$1.24M 0.11%
16,859
71
$1.21M 0.11%
8,470
72
$1.19M 0.11%
15,242
-1,050
73
$1.14M 0.1%
40,070
-9,403
74
$1.1M 0.1%
7,283
+518
75
$1.09M 0.1%
32,399
1 2
3
4 5