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
$1.21B
AUM Growth
+$59.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$8.63M
2
+$2.55M
3
+$1.24M
4
MRK icon
Merck
MRK
+$1.22M
5
TJX icon
TJX Companies
TJX
+$1.1M

Top Sells

1
+$1.79M
2
+$1.61M
3
+$1.5M
4
EW icon
Edwards Lifesciences
EW
+$1.34M
5
SLB icon
SLB Ltd
SLB
+$1.05M

Sector Composition

1 Financials 17.03%
2 Healthcare 16.28%
3 Consumer Discretionary 16.22%
4 Industrials 14.17%
5 Technology 11.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.92M 0.32%
42,696
-834
52
$3.66M 0.3%
79,812
-500
53
$3.65M 0.3%
18,563
-120
54
$3.39M 0.28%
46,821
+305
55
$3.33M 0.28%
62,060
-486
56
$2.95M 0.24%
19,341
+205
57
$2.88M 0.24%
22,979
-324
58
$2.69M 0.22%
27,781
-1,370
59
$2.55M 0.21%
54,205
+5,080
60
$2.54M 0.21%
15,478
61
$2.38M 0.2%
34,128
-100
62
$2.36M 0.2%
60,472
+2,000
63
$2.31M 0.19%
51,496
+550
64
$2.29M 0.19%
12,067
65
$2.01M 0.17%
52,855
+990
66
$1.66M 0.14%
20,493
67
$1.62M 0.13%
35,119
-280
68
$1.54M 0.13%
10,483
-188
69
$1.41M 0.12%
8,420
-50
70
$1.35M 0.11%
4,579
-128
71
$1.32M 0.11%
15,359
-1,500
72
$1.27M 0.11%
7,213
-230
73
$1.19M 0.1%
4
-1
74
$1.16M 0.1%
39,539
+447
75
$1.13M 0.09%
19,855
-1,200
1 2
3
4 5