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
$1.17B
AUM Growth
+$70.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$6.93M
3
+$3.89M
4
COST icon
Costco
COST
+$2.71M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.31M

Top Sells

1
+$10.5M
2
+$4.84M
3
+$3M
4
ORCL icon
Oracle
ORCL
+$2.82M
5
TJX icon
TJX Companies
TJX
+$2.28M

Sector Composition

1 Consumer Discretionary 17.16%
2 Healthcare 16.89%
3 Financials 16.25%
4 Industrials 15.18%
5 Technology 11.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.1M 0.09%
9,693
+350
77
$965K 0.08%
19,791
-179
78
$961K 0.08%
6,765
+1,085
79
$946K 0.08%
21,309
-4,364
80
$894K 0.08%
5,057
+175
81
$857K 0.07%
26,412
+147
82
$787K 0.07%
9,680
83
$774K 0.07%
9,443
+222
84
$770K 0.07%
7,271
-396
85
$749K 0.06%
7,036
-150
86
$721K 0.06%
3,057
-363
87
$706K 0.06%
10,202
+7,142
88
$671K 0.06%
4,370
+40
89
$637K 0.05%
7,931
+333
90
$615K 0.05%
11,312
+400
91
$592K 0.05%
11,394
-200
92
$581K 0.05%
2,815
93
$564K 0.05%
10,698
-374
94
$559K 0.05%
5,937
-57
95
$533K 0.05%
8,215
96
$514K 0.04%
2,873
-103
97
$493K 0.04%
4,154
+20
98
$482K 0.04%
3,715
-350
99
$466K 0.04%
3,350
+75
100
$453K 0.04%
9,117
2 3
4
5 6