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
$1.61B
AUM Growth
+$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$32.7M
2
+$25.1M
3
+$6.22M
4
ECL icon
Ecolab
ECL
+$2.9M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.31M

Top Sells

1
+$15.7M
2
+$15.6M
3
+$14.4M
4
GNTX icon
Gentex
GNTX
+$6.24M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$4.06M

Sector Composition

1 Technology 20.94%
2 Healthcare 16.01%
3 Financials 15.45%
4 Industrials 11.65%
5 Consumer Staples 11.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.28M 0.33%
68,462
+305
52
$5.07M 0.32%
125,520
+532
53
$5.06M 0.31%
101,055
+3,330
54
$4.85M 0.3%
49,554
-633
55
$4.55M 0.28%
7,902
-100
56
$4.47M 0.28%
28,053
-114
57
$4.23M 0.26%
14,349
-150
58
$3.87M 0.24%
71,500
-1,400
59
$3.79M 0.24%
29,373
-5,264
60
$3.62M 0.22%
100,317
-6,985
61
$3.26M 0.2%
35,083
-525
62
$2.99M 0.19%
14,974
+10
63
$2.86M 0.18%
28,602
+200
64
$2.85M 0.18%
7,391
+291
65
$2.77M 0.17%
27,395
-2,659
66
$2.75M 0.17%
31,515
-600
67
$2.67M 0.17%
9,279
+234
68
$2.64M 0.16%
41,200
-1,550
69
$2.63M 0.16%
58,318
-1,345
70
$2.63M 0.16%
69,346
-16,629
71
$2.63M 0.16%
16,092
-280
72
$2.41M 0.15%
19,680
-85
73
$2.23M 0.14%
26,970
+150
74
$2.23M 0.14%
9,165
-200
75
$2.17M 0.13%
12,155
-360
1 2
3
4 5