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
$1.35B
AUM Growth
+$41.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$1.33M
3
+$1.32M
4
MRK icon
Merck
MRK
+$821K
5
SLB icon
SLB Ltd
SLB
+$805K

Top Sells

1
+$4.41M
2
+$2.21M
3
+$1.22M
4
EBAY icon
eBay
EBAY
+$793K
5
GE icon
GE Aerospace
GE
+$786K

Sector Composition

1 Consumer Discretionary 15.19%
2 Financials 14.84%
3 Healthcare 14.5%
4 Technology 13.99%
5 Industrials 11.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.41M 0.33%
93,104
-2,731
52
$3.94M 0.29%
42,571
-1,601
53
$3.87M 0.29%
75,943
54
$3.7M 0.27%
22,511
-205
55
$3.45M 0.25%
44,050
+1,106
56
$3.26M 0.24%
63,672
57
$3.03M 0.22%
14,582
-140
58
$3M 0.22%
52,698
-5,368
59
$2.95M 0.22%
75,815
+3,245
60
$2.93M 0.22%
34,822
-50
61
$2.79M 0.21%
22,448
-201
62
$2.68M 0.2%
62,429
+920
63
$2.62M 0.19%
16,865
-606
64
$2.5M 0.18%
8,495
-75
65
$2.49M 0.18%
59,595
-319
66
$2.32M 0.17%
34,760
67
$2.3M 0.17%
11,933
-150
68
$2.15M 0.16%
52,177
-2,240
69
$2.11M 0.16%
15,130
70
$2.09M 0.15%
9,242
-165
71
$2.07M 0.15%
28,502
-62
72
$1.98M 0.15%
13,663
-394
73
$1.73M 0.13%
37,071
-94,765
74
$1.65M 0.12%
4,537
75
$1.58M 0.12%
20,493
1 2
3
4 5