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
$1.76B
AUM Growth
+$80.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$19.9M
3
+$6.66M
4
CDK
CDK Global, Inc.
CDK
+$3.15M
5
ROK icon
Rockwell Automation
ROK
+$3.05M

Top Sells

1
+$14.5M
2
+$10.1M
3
+$7.59M
4
JNJ icon
Johnson & Johnson
JNJ
+$7.16M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.33M

Sector Composition

1 Technology 17.5%
2 Financials 16.81%
3 Healthcare 15.55%
4 Consumer Discretionary 12%
5 Consumer Staples 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.05M 0.34%
32,102
-131
52
$6.02M 0.34%
36,380
53
$5.99M 0.34%
115,117
-580
54
$5.69M 0.32%
107,879
+8,828
55
$5.2M 0.3%
19,573
+11,477
56
$4.86M 0.28%
64,207
+1,535
57
$4.62M 0.26%
139,992
-9,792
58
$4.48M 0.26%
80,298
-3,829
59
$4.3M 0.24%
14,085
60
$4.03M 0.23%
33,604
-1,275
61
$3.71M 0.21%
16,784
-465
62
$3.69M 0.21%
70,895
-2,475
63
$3.69M 0.21%
8,078
-230
64
$3.63M 0.21%
7,635
+3,957
65
$3.6M 0.21%
33,217
+689
66
$3.33M 0.19%
15,732
+1,815
67
$3.31M 0.19%
47,218
-400
68
$3.21M 0.18%
60,213
-788
69
$3.12M 0.18%
28,790
-225
70
$3.02M 0.17%
33,440
-575
71
$2.85M 0.16%
58,121
+1,100
72
$2.42M 0.14%
8,607
-285
73
$2.1M 0.12%
9,485
-245
74
$2.08M 0.12%
15,625
+1,375
75
$2.07M 0.12%
44,650
-1,700
1 2
3
4 5