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
$1.51B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$5.12M
3
+$4.95M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.22M
5
AMZN icon
Amazon
AMZN
+$3.05M

Top Sells

1
+$9.29M
2
+$4.43M
3
+$4M
4
FISV
Fiserv Inc
FISV
+$1.52M
5
SYF icon
Synchrony
SYF
+$1.48M

Sector Composition

1 Financials 16.6%
2 Healthcare 15.33%
3 Technology 15.23%
4 Consumer Discretionary 14.22%
5 Industrials 11.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.2M 0.28%
75,875
-75
52
$3.95M 0.26%
26,146
+2,890
53
$3.92M 0.26%
46,763
+4,065
54
$3.82M 0.25%
63,072
-200
55
$3.21M 0.21%
78,010
+6,530
56
$3.01M 0.2%
46,856
+37,808
57
$2.94M 0.19%
13,456
-1,200
58
$2.87M 0.19%
63,849
+2,960
59
$2.82M 0.19%
32,479
-675
60
$2.78M 0.18%
16,787
+729
61
$2.74M 0.18%
62,120
+5,744
62
$2.66M 0.18%
22,053
-345
63
$2.6M 0.17%
8,020
-225
64
$2.57M 0.17%
48,568
-3,130
65
$2.54M 0.17%
33,340
-785
66
$2.52M 0.17%
28,440
67
$2.43M 0.16%
11,833
68
$2.22M 0.15%
15,375
+85
69
$2.17M 0.14%
9,242
70
$2.01M 0.13%
54,086
+1,370
71
$1.89M 0.12%
6,910
+2,315
72
$1.84M 0.12%
12,483
-1,001
73
$1.83M 0.12%
11,235
+905
74
$1.79M 0.12%
9,970
75
$1.7M 0.11%
20,493
1 2
3
4 5