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
$1.86B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$7.94M
2
+$5.08M
3
+$4.36M
4
OGN icon
Organon & Co
OGN
+$2.15M
5
FISV
Fiserv Inc
FISV
+$937K

Top Sells

1
+$4.54M
2
+$3.38M
3
+$2.97M
4
LH icon
Labcorp
LH
+$2.72M
5
PG icon
Procter & Gamble
PG
+$2.46M

Sector Composition

1 Financials 17.22%
2 Technology 17.18%
3 Healthcare 15.57%
4 Consumer Discretionary 11.65%
5 Consumer Staples 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.41M 0.34%
112,347
+90
52
$6.32M 0.34%
116,385
+1,268
53
$6.17M 0.33%
31,052
-1,050
54
$5.99M 0.32%
110,654
+2,775
55
$5.6M 0.3%
19,593
+20
56
$4.89M 0.26%
77,532
-2,766
57
$4.8M 0.26%
65,547
+1,340
58
$4.59M 0.25%
7,840
+205
59
$4.56M 0.25%
133,442
-6,550
60
$4.49M 0.24%
14,085
61
$4.04M 0.22%
8,003
-75
62
$4.01M 0.22%
16,402
+670
63
$3.88M 0.21%
33,429
-175
64
$3.87M 0.21%
71,940
+1,045
65
$3.83M 0.21%
16,718
-66
66
$3.78M 0.2%
33,468
+251
67
$3.67M 0.2%
47,218
68
$3.31M 0.18%
59,920
-293
69
$3.25M 0.17%
28,826
+36
70
$3.22M 0.17%
33,440
71
$3.06M 0.16%
59,474
+1,353
72
$2.48M 0.13%
8,607
73
$2.27M 0.12%
14,700
-925
74
$2.15M 0.12%
+71,186
75
$2.12M 0.11%
9,485
1 2
3
4 5