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
$916M
AUM Growth
-$58.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$10.6M
3
+$8.53M
4
PYPL icon
PayPal
PYPL
+$7.83M
5
SYF icon
Synchrony
SYF
+$2.67M

Top Sells

1
+$11M
2
+$10.1M
3
+$9.63M
4
SYY icon
Sysco
SYY
+$7.55M
5
EV
Eaton Vance Corp.
EV
+$7.27M

Sector Composition

1 Healthcare 16.85%
2 Financials 16.36%
3 Consumer Discretionary 13.85%
4 Technology 13.45%
5 Industrials 13.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$976K 0.11%
5
77
$959K 0.1%
9,388
78
$946K 0.1%
31,373
79
$930K 0.1%
31,208
-5,745
80
$885K 0.1%
17,764
-280
81
$849K 0.09%
3,695
-949
82
$776K 0.08%
6,330
-863
83
$740K 0.08%
8,374
-400
84
$728K 0.08%
18,117
-3,000
85
$722K 0.08%
6,615
-1,117
86
$716K 0.08%
3,738
-145
87
$699K 0.08%
9,721
88
$676K 0.07%
11,412
89
$665K 0.07%
5,082
90
$643K 0.07%
7,810
-400
91
$632K 0.07%
7,236
-400
92
$631K 0.07%
13,308
93
$550K 0.06%
10,570
-27,380
94
$535K 0.06%
3,415
-200
95
$531K 0.06%
4,340
-7,650
96
$476K 0.05%
10,306
97
$476K 0.05%
9,380
98
$452K 0.05%
9,373
-497
99
$439K 0.05%
6,879
100
$423K 0.05%
3,623
-352
2 3
4
5 6