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
$1.26B
AUM Growth
+$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$2.79M
3
+$2.42M
4
UNP icon
Union Pacific
UNP
+$2.07M
5
CMCSA icon
Comcast
CMCSA
+$1.46M

Top Sells

1
+$11.7M
2
+$6.62M
3
+$2.52M
4
GNTX icon
Gentex
GNTX
+$1.41M
5
MSFT icon
Microsoft
MSFT
+$1.1M

Sector Composition

1 Consumer Discretionary 17.87%
2 Financials 15.4%
3 Industrials 14.58%
4 Technology 14.19%
5 Healthcare 13.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.44M 0.27%
15,162
-39
52
$3.38M 0.27%
20,634
+54
53
$3.32M 0.26%
75,619
-4,490
54
$3.29M 0.26%
36,680
+27,000
55
$3.21M 0.26%
41,148
-1,085
56
$3.08M 0.24%
47,782
-2,287
57
$3.06M 0.24%
21,596
+14,605
58
$2.99M 0.24%
15,317
+1,805
59
$2.91M 0.23%
23,037
-100
60
$2.8M 0.22%
63,487
+1,480
61
$2.63M 0.21%
28,371
-150
62
$2.57M 0.2%
37,223
+2,510
63
$2.54M 0.2%
65,240
+6,370
64
$2.51M 0.2%
60,072
65
$2.5M 0.2%
12,842
+2,308
66
$2.42M 0.19%
14,743
-280
67
$2.38M 0.19%
54,840
-365
68
$2.33M 0.18%
54,187
+2,215
69
$2.19M 0.17%
35,915
+5,466
70
$2.03M 0.16%
24,345
+3,417
71
$1.93M 0.15%
12,403
-225
72
$1.84M 0.15%
8,885
+2,100
73
$1.77M 0.14%
51,424
+9,671
74
$1.58M 0.13%
4,719
-50
75
$1.4M 0.11%
20,493
1 2
3
4 5