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
$956M
AUM Growth
+$40.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$29.5M
2
+$17.7M
3
+$9.72M
4
GWW icon
W.W. Grainger
GWW
+$3.74M
5
EBAY icon
eBay
EBAY
+$2.64M

Top Sells

1
+$29.3M
2
+$9.77M
3
+$8.38M
4
GE icon
GE Aerospace
GE
+$7.35M
5
PYPL icon
PayPal
PYPL
+$6.82M

Sector Composition

1 Healthcare 16.87%
2 Financials 15.4%
3 Consumer Discretionary 14.49%
4 Technology 12.77%
5 Industrials 12.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.06M 0.11%
22,891
-700
77
$989K 0.1%
5
78
$969K 0.1%
18,151
+387
79
$954K 0.1%
9,082
-306
80
$927K 0.1%
30,270
-938
81
$811K 0.08%
7,197
+582
82
$778K 0.08%
11,312
-100
83
$772K 0.08%
3,788
+50
84
$772K 0.08%
17,817
-300
85
$751K 0.08%
5,191
+109
86
$724K 0.08%
7,810
87
$694K 0.07%
9,721
88
$656K 0.07%
8,389
+15
89
$642K 0.07%
7,236
90
$621K 0.06%
4,680
-1,650
91
$618K 0.06%
9,272
-101
92
$616K 0.06%
4,340
93
$572K 0.06%
3,015
-400
94
$557K 0.06%
12,158
-1,150
95
$519K 0.05%
9,380
96
$510K 0.05%
10,301
-5
97
$492K 0.05%
4,165
98
$462K 0.05%
6,879
99
$435K 0.05%
3,623
100
$428K 0.04%
2,847
2 3
4
5 6