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
$1.37B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$23.1M
2
+$5.15M
3
+$2.51M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.57M
5
LH icon
Labcorp
LH
+$1.32M

Top Sells

1
+$12.2M
2
+$10.5M
3
+$8.38M
4
GNTX icon
Gentex
GNTX
+$2.19M
5
CELG
Celgene Corp
CELG
+$2.11M

Sector Composition

1 Consumer Discretionary 16.59%
2 Industrials 14.83%
3 Financials 14.6%
4 Healthcare 14.31%
5 Technology 13.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.14M 0.38%
28,336
-46,252
52
$4.82M 0.35%
28,328
+960
53
$4.71M 0.34%
28,946
+7,350
54
$4.13M 0.3%
17,157
+1,995
55
$4.08M 0.3%
51,882
+4,100
56
$3.75M 0.27%
36,680
57
$3.69M 0.27%
42,295
+17,950
58
$3.48M 0.25%
75,403
-216
59
$3.34M 0.24%
19,805
-829
60
$3.23M 0.24%
15,577
+260
61
$3.12M 0.23%
60,488
-2,999
62
$2.83M 0.21%
38,630
+2,715
63
$2.83M 0.21%
36,888
-335
64
$2.8M 0.2%
22,896
-141
65
$2.8M 0.2%
69,500
+4,260
66
$2.71M 0.2%
28,604
+233
67
$2.67M 0.2%
63,672
+3,600
68
$2.54M 0.19%
14,395
-348
69
$2.42M 0.18%
57,948
+6,524
70
$2.4M 0.18%
55,840
+1,000
71
$2.35M 0.17%
54,223
+36
72
$2.15M 0.16%
13,058
+216
73
$2.1M 0.15%
8,620
-265
74
$1.99M 0.15%
11,903
-500
75
$1.79M 0.13%
15,273
+2,101
1 2
3
4 5