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
$1.31B
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$16.3M
3
+$6.09M
4
LH icon
Labcorp
LH
+$2.2M
5
BXP icon
Boston Properties
BXP
+$1.1M

Top Sells

1
+$23M
2
+$4.19M
3
+$3.14M
4
MSFT icon
Microsoft
MSFT
+$2.79M
5
GNTX icon
Gentex
GNTX
+$2.23M

Sector Composition

1 Consumer Discretionary 15.06%
2 Healthcare 14.6%
3 Financials 14.3%
4 Technology 13.77%
5 Industrials 12.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.63M 0.35%
95,835
-6,600
52
$4.17M 0.32%
44,172
-13,996
53
$4.12M 0.31%
22,716
+2,567
54
$3.96M 0.3%
36,680
55
$3.56M 0.27%
75,943
-1,000
56
$3.31M 0.25%
42,944
+1,329
57
$3.12M 0.24%
58,066
-3,455
58
$3.08M 0.23%
63,672
59
$2.83M 0.22%
14,722
-705
60
$2.79M 0.21%
22,649
-422
61
$2.79M 0.21%
34,872
-2,683
62
$2.75M 0.21%
72,570
+1,215
63
$2.67M 0.2%
17,471
-2,559
64
$2.64M 0.2%
61,509
-7,009
65
$2.45M 0.19%
59,914
+4,961
66
$2.44M 0.19%
14,057
-59
67
$2.38M 0.18%
34,760
-128
68
$2.35M 0.18%
8,570
+100
69
$2.3M 0.18%
28,564
-40
70
$2.24M 0.17%
45,067
-9,161
71
$2.19M 0.17%
54,417
-3,531
72
$2.01M 0.15%
12,083
-100
73
$1.8M 0.14%
9,407
-830
74
$1.73M 0.13%
4,537
-150
75
$1.68M 0.13%
15,130
-668
1 2
3
4 5