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
$1.02B
AUM Growth
+$66.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$8.1M
3
+$7.34M
4
CMCSA icon
Comcast
CMCSA
+$6.53M
5
SLB icon
SLB Ltd
SLB
+$5.66M

Top Sells

1
+$10.3M
2
+$5.96M
3
+$3.51M
4
SYY icon
Sysco
SYY
+$3.25M
5
EMC
EMC CORPORATION
EMC
+$3.17M

Sector Composition

1 Healthcare 18.66%
2 Industrials 14.34%
3 Consumer Discretionary 13.97%
4 Financials 13.77%
5 Technology 12.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.07M 0.11%
27,304
-1,560
77
$1.07M 0.11%
32,673
+380
78
$948K 0.09%
28,373
-210
79
$898K 0.09%
8,620
+810
80
$897K 0.09%
9,168
-820
81
$834K 0.08%
9,721
82
$783K 0.08%
+627
83
$775K 0.08%
7,336
+100
84
$729K 0.07%
9,912
+100
85
$716K 0.07%
3,418
86
$641K 0.06%
4,340
87
$636K 0.06%
7,294
-1,000
88
$634K 0.06%
4,882
-209
89
$629K 0.06%
12,394
-63,950
90
$619K 0.06%
13,595
+25
91
$616K 0.06%
9,680
92
$611K 0.06%
11,072
-411
93
$513K 0.05%
7,918
94
$501K 0.05%
4,165
95
$490K 0.05%
4,700
96
$480K 0.05%
2,815
97
$460K 0.05%
8,215
98
$460K 0.05%
6,453
-815
99
$451K 0.04%
4,015
+37
100
$448K 0.04%
3,623
2 3
4
5 6