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
$1.21B
AUM Growth
+$59.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$8.63M
2
+$2.55M
3
+$1.24M
4
MRK icon
Merck
MRK
+$1.22M
5
TJX icon
TJX Companies
TJX
+$1.1M

Top Sells

1
+$1.79M
2
+$1.61M
3
+$1.5M
4
EW icon
Edwards Lifesciences
EW
+$1.34M
5
SLB icon
SLB Ltd
SLB
+$1.05M

Sector Composition

1 Financials 17.03%
2 Healthcare 16.28%
3 Consumer Discretionary 16.22%
4 Industrials 14.17%
5 Technology 11.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.1M 0.09%
15,117
-125
77
$1.05M 0.09%
19,579
-2,000
78
$1.05M 0.09%
9,737
79
$1.03M 0.08%
13,357
+2,130
80
$975K 0.08%
7,271
81
$960K 0.08%
+6,996
82
$888K 0.07%
25,843
-148
83
$882K 0.07%
16,671
84
$863K 0.07%
9,680
85
$829K 0.07%
5,768
86
$808K 0.07%
4,255
87
$789K 0.07%
9,383
-60
88
$788K 0.07%
6,936
-100
89
$773K 0.06%
12,612
90
$758K 0.06%
5,587
91
$729K 0.06%
2,815
92
$722K 0.06%
2,707
93
$660K 0.05%
8,092
94
$639K 0.05%
3,715
95
$626K 0.05%
3,974
96
$619K 0.05%
9,273
-200
97
$588K 0.05%
3,804
-50
98
$558K 0.05%
2,672
99
$549K 0.05%
3,550
+40
100
$534K 0.04%
8,794
-1,000
2 3
4
5 6