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
$1.08B
AUM Growth
+$59.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$11M
3
+$5.04M
4
LH icon
Labcorp
LH
+$5M
5
SHPG
Shire pic
SHPG
+$2.51M

Top Sells

1
+$10.8M
2
+$8.25M
3
+$5.35M
4
JNJ icon
Johnson & Johnson
JNJ
+$4.2M
5
CL icon
Colgate-Palmolive
CL
+$1.53M

Sector Composition

1 Healthcare 18.91%
2 Consumer Discretionary 16.62%
3 Industrials 14.49%
4 Financials 13.18%
5 Technology 10.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.03M 0.1%
19,917
-548
77
$1.03M 0.1%
8,620
78
$986K 0.09%
23,160
-8,100
79
$912K 0.08%
28,373
80
$851K 0.08%
9,168
81
$762K 0.07%
9,521
-200
82
$758K 0.07%
7,767
+473
83
$739K 0.07%
3,418
84
$737K 0.07%
7,186
-150
85
$689K 0.06%
4,330
-10
86
$683K 0.06%
5,330
+1,485
87
$658K 0.06%
9,680
88
$643K 0.06%
4,882
89
$588K 0.05%
10,912
+1,000
90
$583K 0.05%
11,894
-500
91
$554K 0.05%
11,072
92
$529K 0.05%
7,898
-20
93
$522K 0.05%
2,976
+334
94
$514K 0.05%
2,815
95
$499K 0.05%
4,133
+118
96
$489K 0.05%
8,215
97
$486K 0.05%
4,700
98
$480K 0.04%
4,165
99
$469K 0.04%
3,623
100
$453K 0.04%
6,629
2 3
4
5 6