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
$929M
AUM Growth
-$7.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$8.31M
3
+$5.95M
4
EMC
EMC CORPORATION
EMC
+$5.76M
5
ECL icon
Ecolab
ECL
+$2.2M

Top Sells

1
+$8.19M
2
+$5.4M
3
+$5.08M
4
WM icon
Waste Management
WM
+$4.14M
5
IBM icon
IBM
IBM
+$3.95M

Sector Composition

1 Technology 16.73%
2 Financials 16.63%
3 Healthcare 13.5%
4 Consumer Discretionary 13.03%
5 Industrials 12.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.07M 0.12%
8,908
77
$1.02M 0.11%
13,982
-3,064
78
$991K 0.11%
7,425
-100
79
$929K 0.1%
22,502
+1,200
80
$925K 0.1%
7,949
+304
81
$912K 0.1%
22,167
-100
82
$877K 0.09%
6,696
-350
83
$873K 0.09%
21,507
+3,036
84
$859K 0.09%
10,259
85
$826K 0.09%
10,160
-150
86
$792K 0.09%
8,446
-534
87
$782K 0.08%
30,280
-76
88
$745K 0.08%
11,287
-3,358
89
$699K 0.08%
9,821
-193
90
$669K 0.07%
5,332
-170
91
$632K 0.07%
9,922
92
$627K 0.07%
6,400
-900
93
$593K 0.06%
11,412
+500
94
$585K 0.06%
7,310
-850
95
$564K 0.06%
12,022
-2,000
96
$560K 0.06%
7,889
-300
97
$537K 0.06%
9,380
98
$527K 0.06%
6,837
-1,563
99
$484K 0.05%
4,500
100
$469K 0.05%
12,749
-146,661
2 3
4
5 6