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
$1.39B
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$44.2M
2
+$2.03M
3
+$1.31M
4
BAC icon
Bank of America
BAC
+$1.23M
5
JNJ icon
Johnson & Johnson
JNJ
+$719K

Top Sells

1
+$23.3M
2
+$14.2M
3
+$6.08M
4
EBAY icon
eBay
EBAY
+$4.29M
5
COST icon
Costco
COST
+$2.4M

Sector Composition

1 Financials 15.82%
2 Healthcare 14.98%
3 Consumer Discretionary 14.69%
4 Technology 14.58%
5 Industrials 11.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.13M 0.3%
75,950
+7
52
$4M 0.29%
40,271
-2,300
53
$3.69M 0.27%
63,272
-400
54
$3.4M 0.25%
14,656
+74
55
$3.38M 0.24%
23,256
+745
56
$3.32M 0.24%
42,698
-1,352
57
$2.85M 0.21%
51,698
-1,000
58
$2.77M 0.2%
33,154
-1,668
59
$2.76M 0.2%
71,480
-4,335
60
$2.66M 0.19%
22,398
-50
61
$2.49M 0.18%
60,889
-1,540
62
$2.43M 0.18%
16,058
-807
63
$2.4M 0.17%
8,245
-250
64
$2.32M 0.17%
56,376
-3,219
65
$2.28M 0.16%
34,125
-635
66
$2.15M 0.16%
28,440
-62
67
$2.11M 0.15%
11,833
-100
68
$2.05M 0.15%
9,242
69
$1.99M 0.14%
15,290
+160
70
$1.85M 0.13%
13,484
-179
71
$1.8M 0.13%
52,716
+539
72
$1.75M 0.13%
8,423
+1,655
73
$1.73M 0.12%
4,537
74
$1.66M 0.12%
20,493
75
$1.65M 0.12%
48,252
-416,653
1 2
3
4 5