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
$1.57B
AUM Growth
+$87.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$8.79M
2
+$4.4M
3
+$2.97M
4
ROK icon
Rockwell Automation
ROK
+$1.28M
5
ECL icon
Ecolab
ECL
+$1.06M

Top Sells

1
+$8.08M
2
+$7.45M
3
+$6.02M
4
GNTX icon
Gentex
GNTX
+$4.43M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.78M

Sector Composition

1 Financials 18.3%
2 Healthcare 18.28%
3 Technology 17.5%
4 Consumer Staples 11.18%
5 Industrials 10.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.93M 0.31%
72,900
52
$4.87M 0.31%
124,988
+10,495
53
$4.73M 0.3%
97,725
+12,240
54
$4.68M 0.3%
107,302
-7,325
55
$4.58M 0.29%
14,499
+165
56
$4.55M 0.29%
28,167
-320
57
$4.42M 0.28%
34,637
-6,770
58
$4.41M 0.28%
8,002
-10
59
$3.3M 0.21%
30,054
60
$3.08M 0.2%
32,115
-25
61
$3.01M 0.19%
85,975
-14,126
62
$2.97M 0.19%
+20,589
63
$2.94M 0.19%
16,372
+567
64
$2.91M 0.19%
35,608
65
$2.79M 0.18%
9,045
+200
66
$2.5M 0.16%
59,663
-5,771
67
$2.47M 0.16%
28,402
-345
68
$2.39M 0.15%
42,750
+750
69
$2.39M 0.15%
7,100
-1,174
70
$2.35M 0.15%
26,820
+190
71
$2.31M 0.15%
19,765
+750
72
$2.18M 0.14%
12,515
-105
73
$2.12M 0.14%
29,070
-400
74
$2.06M 0.13%
9,365
+100
75
$1.98M 0.13%
14,964
-5,768
1 2
3
4 5