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
$979M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$7.52M
3
+$2.66M
4
SYF icon
Synchrony
SYF
+$2.53M
5
MA icon
Mastercard
MA
+$2.08M

Top Sells

1
+$8.21M
2
+$7.25M
3
+$4.93M
4
FISV
Fiserv Inc
FISV
+$3.01M
5
EW icon
Edwards Lifesciences
EW
+$2.59M

Sector Composition

1 Healthcare 15.55%
2 Financials 14.87%
3 Technology 14.34%
4 Consumer Discretionary 13.83%
5 Industrials 13.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.23M 0.13%
37,164
-4,680
77
$1.09M 0.11%
5
-1
78
$1.06M 0.11%
9,321
-100
79
$1.06M 0.11%
21,735
-1,184
80
$1.05M 0.11%
25,608
+2,677
81
$985K 0.1%
9,388
+470
82
$979K 0.1%
18,044
83
$978K 0.1%
31,273
-900
84
$964K 0.1%
7,752
-33
85
$955K 0.1%
8,814
-1,440
86
$913K 0.09%
4,349
+1,889
87
$894K 0.09%
21,417
88
$798K 0.08%
8,210
-190
89
$794K 0.08%
13,308
90
$785K 0.08%
5,232
91
$754K 0.08%
8,136
-500
92
$751K 0.08%
9,787
93
$736K 0.08%
11,412
-240
94
$727K 0.07%
7,193
-100
95
$670K 0.07%
9,870
-52
96
$639K 0.07%
9,380
97
$622K 0.06%
3,615
-550
98
$612K 0.06%
5,066
-650
99
$575K 0.06%
10,306
-733
100
$568K 0.06%
6,448
+58
2 3
4
5 6