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
$798M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$34.5M
2
+$32.1M
3
+$31.9M
4
JNJ icon
Johnson & Johnson
JNJ
+$30.6M
5
GNTX icon
Gentex
GNTX
+$28.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.7%
2 Healthcare 15.42%
3 Industrials 14.07%
4 Financials 13.69%
5 Consumer Discretionary 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.18M 0.15%
+18,880
77
$1.06M 0.13%
+24,035
78
$1.02M 0.13%
+38,322
79
$1.01M 0.13%
+10,227
80
$1.01M 0.13%
+21,935
81
$966K 0.12%
+19,185
82
$941K 0.12%
+40,735
83
$923K 0.12%
+38,097
84
$895K 0.11%
+22,767
85
$889K 0.11%
+17,081
86
$835K 0.1%
+8,439
87
$822K 0.1%
+8,476
88
$814K 0.1%
+7,066
89
$759K 0.1%
+17,606
90
$752K 0.09%
+21,111
91
$713K 0.09%
+10,310
92
$688K 0.09%
+8,922
93
$676K 0.08%
+10,014
94
$676K 0.08%
+9,406
95
$639K 0.08%
+13,098
96
$601K 0.08%
+16,000
97
$597K 0.07%
+5,832
98
$596K 0.07%
+24,015
99
$521K 0.07%
+11,744
100
$515K 0.06%
+8,160
2 3
4
5 6