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
$955M
AUM Growth
+$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$9.9M
2
+$2.12M
3
+$1.69M
4
SNY icon
Sanofi
SNY
+$981K
5
AMZN icon
Amazon
AMZN
+$911K

Top Sells

1
+$5.99M
2
+$1.82M
3
+$1.51M
4
TMO icon
Thermo Fisher Scientific
TMO
+$1.23M
5
ORCL icon
Oracle
ORCL
+$1.15M

Sector Composition

1 Technology 16.27%
2 Financials 15.94%
3 Healthcare 14.25%
4 Industrials 12.9%
5 Consumer Discretionary 11.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.08M 0.11%
13,092
-890
77
$1.07M 0.11%
7,325
-100
78
$1.03M 0.11%
23,044
-12,405
79
$968K 0.1%
22,117
-50
80
$944K 0.1%
10,259
81
$930K 0.1%
21,554
+47
82
$922K 0.1%
7,756
-193
83
$917K 0.1%
21,533
-969
84
$905K 0.09%
29,279
-1,001
85
$842K 0.09%
8,446
86
$829K 0.09%
11,287
87
$820K 0.09%
9,360
-800
88
$769K 0.08%
5,786
-910
89
$729K 0.08%
9,821
90
$678K 0.07%
5,332
91
$637K 0.07%
6,908
-11,477
92
$617K 0.06%
9,922
93
$612K 0.06%
7,138
-172
94
$586K 0.06%
9,380
95
$583K 0.06%
5,790
-610
96
$572K 0.06%
7,889
97
$565K 0.06%
6,837
98
$554K 0.06%
11,412
99
$515K 0.05%
10,022
-2,000
100
$511K 0.05%
4,400
-100
2 3
4
5 6