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
$936M
AUM Growth
+$90.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$7.48M
3
+$5.97M
4
CAM
CAMERON INTERNATIONAL CORPORATION
CAM
+$4.87M
5
EBAY icon
eBay
EBAY
+$4.18M

Top Sells

1
+$5.74M
2
+$4.15M
3
+$3.68M
4
EXPD icon
Expeditors International
EXPD
+$3.67M
5
EW icon
Edwards Lifesciences
EW
+$3.64M

Sector Composition

1 Technology 15.89%
2 Financials 15.38%
3 Healthcare 14.25%
4 Industrials 13.65%
5 Consumer Discretionary 13.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.13M 0.12%
42,355
+1,530
77
$1.13M 0.12%
38,849
+632
78
$1.04M 0.11%
7,525
-500
79
$1.03M 0.11%
21,065
+2,912
80
$970K 0.1%
8,908
-500
81
$948K 0.1%
14,645
82
$916K 0.1%
7,046
-20
83
$897K 0.1%
10,259
84
$896K 0.1%
22,267
-100
85
$893K 0.1%
19,370
-135
86
$888K 0.09%
21,302
+642
87
$882K 0.09%
7,645
-836
88
$867K 0.09%
10,310
89
$788K 0.08%
30,356
-4,550
90
$760K 0.08%
18,471
-1,695
91
$754K 0.08%
8,980
-120
92
$751K 0.08%
5,502
+200
93
$727K 0.08%
15,756
-1,750
94
$710K 0.08%
19,716
-54,675
95
$709K 0.08%
7,300
-1,400
96
$691K 0.07%
10,014
-106
97
$661K 0.07%
+14,022
98
$648K 0.07%
8,400
-894
99
$634K 0.07%
10,999
100
$623K 0.07%
8,160
+500
2 3
4
5 6