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
$846M
AUM Growth
+$47.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$5.72M
3
+$1.49M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.12M
5
AAPL icon
Apple
AAPL
+$1.09M

Top Sells

1
+$3.42M
2
+$3.29M
3
+$2.92M
4
CELG
Celgene Corp
CELG
+$2.66M
5
IBM icon
IBM
IBM
+$2.51M

Sector Composition

1 Technology 15.5%
2 Healthcare 15.44%
3 Financials 14.05%
4 Industrials 13.71%
5 Consumer Discretionary 12.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.12M 0.13%
15,916
-2,964
77
$1.07M 0.13%
8,025
-1,690
78
$1.04M 0.12%
38,217
-105
79
$1.01M 0.12%
40,825
+90
80
$985K 0.12%
9,408
-819
81
$910K 0.11%
19,505
-2,430
82
$904K 0.11%
8,481
+5
83
$882K 0.1%
14,645
-2,436
84
$849K 0.1%
7,066
85
$847K 0.1%
18,153
-1,032
86
$844K 0.1%
22,367
-400
87
$837K 0.1%
8,700
+261
88
$818K 0.1%
20,660
-451
89
$809K 0.1%
20,166
+7,724
90
$800K 0.09%
34,906
-3,191
91
$789K 0.09%
10,259
-6,202
92
$786K 0.09%
10,310
93
$767K 0.09%
17,506
-100
94
$707K 0.08%
9,100
+178
95
$698K 0.08%
9,294
-112
96
$676K 0.08%
10,120
+106
97
$623K 0.07%
5,302
-530
98
$618K 0.07%
10,999
-2,099
99
$609K 0.07%
11,744
100
$558K 0.07%
8,189
2 3
4
5 6