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
-$1.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$3.05M
2
+$1.62M
3
+$1.58M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.32M
5
UBER icon
Uber
UBER
+$1.18M

Top Sells

1
+$2.44M
2
+$2.15M
3
+$2.13M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.95M
5
MMC icon
Marsh & McLennan
MMC
+$1.38M

Sector Composition

1 Technology 17.52%
2 Financials 17.49%
3 Healthcare 15.46%
4 Consumer Discretionary 11.49%
5 Communication Services 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.33M 0.34%
113,200
+853
52
$6.28M 0.34%
36,380
53
$5.85M 0.31%
117,050
+665
54
$5.75M 0.31%
19,573
-20
55
$5.18M 0.28%
65,987
+440
56
$4.75M 0.26%
129,752
-3,690
57
$4.73M 0.25%
80,434
+2,902
58
$4.69M 0.25%
14,274
+189
59
$4.62M 0.25%
8,020
+180
60
$4.59M 0.25%
8,027
+24
61
$4.55M 0.24%
79,177
-42,550
62
$4.35M 0.23%
16,052
-350
63
$4.24M 0.23%
48,618
+1,400
64
$3.9M 0.21%
32,979
-450
65
$3.79M 0.2%
72,005
+65
66
$3.66M 0.2%
33,502
+34
67
$3.62M 0.19%
16,564
-154
68
$3.18M 0.17%
33,740
+300
69
$3.11M 0.17%
28,826
70
$3.05M 0.16%
60,379
+905
71
$2.98M 0.16%
59,119
-801
72
$2.22M 0.12%
15,133
+2,386
73
$2.2M 0.12%
8,607
74
$2.17M 0.12%
14,940
+240
75
$2.07M 0.11%
42,600
-700
1 2
3
4 5