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
$1.15B
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$6.98M
2
+$1.86M
3
+$1.64M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$936K
5
BAC icon
Bank of America
BAC
+$732K

Top Sells

1
+$3.88M
2
+$2.27M
3
+$1.79M
4
SLB icon
SLB Ltd
SLB
+$833K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$798K

Sector Composition

1 Healthcare 18.12%
2 Financials 16.43%
3 Consumer Discretionary 15.83%
4 Industrials 13.64%
5 Technology 11.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.78M 0.33%
46,516
+475
52
$3.77M 0.33%
16,711
-844
53
$3.62M 0.31%
80,312
-158
54
$3.35M 0.29%
62,546
+5,250
55
$3.28M 0.29%
18,683
-107
56
$2.84M 0.25%
19,136
+303
57
$2.74M 0.24%
23,303
+200
58
$2.59M 0.23%
29,151
-1
59
$2.34M 0.2%
15,478
-800
60
$2.21M 0.19%
50,946
+2,848
61
$2.2M 0.19%
49,125
+2,994
62
$2.15M 0.19%
34,228
-170
63
$2.14M 0.19%
58,472
64
$1.97M 0.17%
12,067
+2,800
65
$1.86M 0.16%
51,865
-425
66
$1.58M 0.14%
20,493
-200
67
$1.48M 0.13%
10,671
-815
68
$1.37M 0.12%
5
69
$1.35M 0.12%
35,399
+3,000
70
$1.32M 0.11%
16,859
71
$1.27M 0.11%
7,443
+160
72
$1.25M 0.11%
8,470
73
$1.2M 0.1%
4,707
-350
74
$1.18M 0.1%
15,242
75
$1.16M 0.1%
39,092
-978
1 2
3
4 5