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
-$2.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$12.4M
3
+$5.16M
4
ECL icon
Ecolab
ECL
+$1.22M
5
BAC icon
Bank of America
BAC
+$1.21M

Top Sells

1
+$13.7M
2
+$9.65M
3
+$5.69M
4
EBAY icon
eBay
EBAY
+$3.89M
5
AMZN icon
Amazon
AMZN
+$2.54M

Sector Composition

1 Consumer Discretionary 17.82%
2 Financials 16.22%
3 Healthcare 15.41%
4 Technology 13.83%
5 Industrials 13.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.65M 0.3%
15,201
-1,161
52
$3.48M 0.29%
80,109
+297
53
$3.35M 0.28%
42,233
-463
54
$3.13M 0.26%
20,580
+1,239
55
$3.12M 0.26%
50,069
+3,248
56
$2.84M 0.24%
62,007
-43,450
57
$2.76M 0.23%
15,023
-3,540
58
$2.7M 0.22%
28,521
+740
59
$2.67M 0.22%
55,205
+1,000
60
$2.64M 0.22%
23,137
+158
61
$2.45M 0.2%
60,072
-400
62
$2.41M 0.2%
13,512
+1,445
63
$2.37M 0.2%
34,713
+585
64
$2.3M 0.19%
51,972
+476
65
$2.21M 0.18%
58,870
+6,015
66
$2.01M 0.17%
12,628
-2,850
67
$1.82M 0.15%
30,449
+10,594
68
$1.68M 0.14%
10,534
+3,321
69
$1.61M 0.13%
20,928
+7,571
70
$1.61M 0.13%
10,985
+502
71
$1.56M 0.13%
4,769
+190
72
$1.41M 0.12%
41,753
+15,910
73
$1.4M 0.12%
6,785
+2,530
74
$1.38M 0.11%
20,493
75
$1.35M 0.11%
8,605
+185
1 2
3
4 5