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
$1.1B
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$7.16M
2
+$3.29M
3
+$2.39M
4
EBAY icon
eBay
EBAY
+$2.33M
5
ZBH icon
Zimmer Biomet
ZBH
+$1.49M

Top Sells

1
+$2.93M
2
+$2.63M
3
+$1.76M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.7M
5
EW icon
Edwards Lifesciences
EW
+$1.22M

Sector Composition

1 Healthcare 17.06%
2 Consumer Discretionary 16.51%
3 Industrials 15.32%
4 Financials 14.77%
5 Technology 11.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.04M 0.09%
8,470
-150
77
$986K 0.09%
25,673
-1,755
78
$974K 0.09%
9,343
+175
79
$921K 0.08%
21,260
-1,900
80
$809K 0.07%
26,265
-2,108
81
$795K 0.07%
7,667
-100
82
$793K 0.07%
7,186
83
$764K 0.07%
3,420
+2
84
$760K 0.07%
4,882
85
$726K 0.07%
9,680
86
$716K 0.07%
9,221
-300
87
$654K 0.06%
5,680
+350
88
$642K 0.06%
11,594
-300
89
$638K 0.06%
10,912
90
$611K 0.06%
4,330
91
$602K 0.05%
11,072
92
$558K 0.05%
7,598
-300
93
$515K 0.05%
2,815
94
$497K 0.05%
8,215
95
$496K 0.05%
5,994
96
$495K 0.05%
4,065
-100
97
$484K 0.04%
4,134
+1
98
$482K 0.04%
+8,593
99
$481K 0.04%
2,976
100
$431K 0.04%
3,275
-348
2 3
4
5 6