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
$2.02B
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$8.63M
3
+$2.5M
4
INTC icon
Intel
INTC
+$1.85M
5
UBER icon
Uber
UBER
+$1.41M

Top Sells

1
+$26.6M
2
+$5.21M
3
+$3.29M
4
NTR icon
Nutrien
NTR
+$3.29M
5
MMC icon
Marsh & McLennan
MMC
+$2.38M

Sector Composition

1 Technology 17.77%
2 Financials 17%
3 Healthcare 16.16%
4 Consumer Discretionary 11.36%
5 Consumer Staples 10.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.67M 0.33%
43,057
-160
52
$6.59M 0.33%
83,723
+88
53
$6.56M 0.32%
76,249
-3,660
54
$6.46M 0.32%
69,187
+3,200
55
$5.92M 0.29%
14,269
-5
56
$5.77M 0.29%
116,656
-394
57
$5.53M 0.27%
109,800
-3,400
58
$5.51M 0.27%
125,952
-3,800
59
$5.36M 0.27%
8,027
60
$4.84M 0.24%
79,137
-1,297
61
$4.61M 0.23%
32,779
-200
62
$4.58M 0.23%
8,085
+65
63
$4.18M 0.21%
47,971
-647
64
$4.18M 0.21%
16,432
+380
65
$4.03M 0.2%
71,085
-920
66
$3.98M 0.2%
67,101
-12,076
67
$3.9M 0.19%
28,840
+14
68
$3.57M 0.18%
16,067
-497
69
$3.06M 0.15%
32,922
-818
70
$3.05M 0.15%
59,719
-660
71
$2.95M 0.15%
17,690
+2,750
72
$2.87M 0.14%
58,685
-434
73
$2.83M 0.14%
42,600
74
$2.62M 0.13%
8,607
75
$2.33M 0.12%
15,705
+572
1 2
3
4 5