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
$989M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$8.27M
3
+$4.84M
4
BXP icon
Boston Properties
BXP
+$3.02M
5
MRK icon
Merck
MRK
+$1.32M

Top Sells

1
+$8.26M
2
+$6.2M
3
+$5.65M
4
WFC icon
Wells Fargo
WFC
+$4.14M
5
KO icon
Coca-Cola
KO
+$2M

Sector Composition

1 Technology 15.63%
2 Financials 15.53%
3 Healthcare 15.3%
4 Industrials 13.53%
5 Consumer Discretionary 13.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.24M 0.13%
41,844
-527
77
$1.22M 0.12%
10,254
78
$1.17M 0.12%
32,173
+100
79
$1.07M 0.11%
22,919
-3,798
80
$989K 0.1%
9,421
+373
81
$931K 0.09%
7,785
-47
82
$926K 0.09%
18,044
-140
83
$918K 0.09%
22,931
-400
84
$891K 0.09%
13,308
+216
85
$858K 0.09%
22,647
+897
86
$840K 0.08%
8,918
+130
87
$836K 0.08%
21,417
+300
88
$818K 0.08%
9,787
-34
89
$795K 0.08%
8,400
-160
90
$779K 0.08%
8,636
-6,525
91
$754K 0.08%
7,293
-300
92
$740K 0.07%
5,716
+30
93
$697K 0.07%
9,922
94
$688K 0.07%
11,652
95
$680K 0.07%
5,232
-100
96
$651K 0.07%
4,165
-3,060
97
$640K 0.06%
11,039
98
$595K 0.06%
9,380
99
$593K 0.06%
+2,460
100
$541K 0.05%
6,937
-200
2 3
4
5 6