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
-$219M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$5.14M
3
+$1.09M
4
AVGO icon
Broadcom
AVGO
+$1.05M
5
LIN icon
Linde
LIN
+$583K

Top Sells

1
+$6.31M
2
+$5.4M
3
+$5.14M
4
SYF icon
Synchrony
SYF
+$3.54M
5
AMZN icon
Amazon
AMZN
+$2.24M

Sector Composition

1 Consumer Discretionary 15.77%
2 Healthcare 14.87%
3 Financials 14.52%
4 Technology 13.9%
5 Industrials 12.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.73M 0.32%
58,168
-23,489
52
$3.64M 0.32%
76,943
+1,540
53
$3.35M 0.29%
36,680
54
$3.25M 0.28%
20,149
+2,992
55
$2.88M 0.25%
41,615
-680
56
$2.78M 0.24%
61,521
+1,033
57
$2.77M 0.24%
63,672
58
$2.72M 0.24%
37,555
-1,075
59
$2.68M 0.23%
20,030
+225
60
$2.68M 0.23%
68,518
+12,678
61
$2.65M 0.23%
15,427
-150
62
$2.64M 0.23%
28,604
63
$2.58M 0.22%
71,399
-29,687
64
$2.51M 0.22%
23,071
+175
65
$2.4M 0.21%
57,948
66
$2.37M 0.21%
71,355
+1,855
67
$2.25M 0.2%
14,116
-279
68
$2.12M 0.19%
83,500
+41,250
69
$2.08M 0.18%
34,888
-2,000
70
$2.04M 0.18%
54,953
+730
71
$1.97M 0.17%
54,228
-174,066
72
$1.9M 0.17%
8,470
-150
73
$1.73M 0.15%
15,798
+525
74
$1.64M 0.14%
10,237
-1,666
75
$1.6M 0.14%
12,183
-875
1 2
3
4 5