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
$1.15B
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$6.98M
2
+$1.86M
3
+$1.64M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$936K
5
BAC icon
Bank of America
BAC
+$732K

Top Sells

1
+$3.88M
2
+$2.27M
3
+$1.79M
4
SLB icon
SLB Ltd
SLB
+$833K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$798K

Sector Composition

1 Healthcare 18.12%
2 Financials 16.43%
3 Consumer Discretionary 15.83%
4 Industrials 13.64%
5 Technology 11.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.12M 0.1%
21,055
-1
77
$1.09M 0.09%
15,000
-10,000
78
$1.05M 0.09%
21,579
-68
79
$960K 0.08%
9,737
-50
80
$880K 0.08%
25,991
81
$863K 0.08%
9,680
82
$843K 0.07%
7,271
83
$833K 0.07%
11,227
-140
84
$825K 0.07%
16,671
-253
85
$806K 0.07%
5,768
+4,231
86
$805K 0.07%
4,255
-15
87
$804K 0.07%
12,612
+1,300
88
$792K 0.07%
9,443
89
$706K 0.06%
7,036
90
$685K 0.06%
2,815
91
$680K 0.06%
2,707
92
$616K 0.05%
5,587
-150
93
$597K 0.05%
8,092
-123
94
$582K 0.05%
3,715
95
$574K 0.05%
9,473
-90
96
$538K 0.05%
3,854
-200
97
$535K 0.05%
9,067
98
$528K 0.05%
9,794
-1,500
99
$523K 0.05%
6,759
+470
100
$516K 0.04%
3,510
2 3
4
5 6