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
-$2.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$12.4M
3
+$5.16M
4
ECL icon
Ecolab
ECL
+$1.22M
5
BAC icon
Bank of America
BAC
+$1.21M

Top Sells

1
+$13.7M
2
+$9.65M
3
+$5.69M
4
EBAY icon
eBay
EBAY
+$3.89M
5
AMZN icon
Amazon
AMZN
+$2.54M

Sector Composition

1 Consumer Discretionary 17.82%
2 Financials 16.22%
3 Healthcare 15.41%
4 Technology 13.83%
5 Industrials 13.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.15M 0.1%
11,462
+1,725
77
$1.15M 0.1%
19,041
-538
78
$1.13M 0.09%
41,882
+2,343
79
$940K 0.08%
6,991
-280
80
$911K 0.08%
13,917
-1,200
81
$837K 0.07%
3,182
+475
82
$828K 0.07%
9,680
83
$828K 0.07%
17,321
+650
84
$825K 0.07%
6,420
+652
85
$804K 0.07%
2,865
+50
86
$785K 0.07%
12,414
-198
87
$746K 0.06%
15,015
+9,925
88
$739K 0.06%
5,437
-150
89
$737K 0.06%
4,715
+1,000
90
$724K 0.06%
6,936
91
$693K 0.06%
4,804
+1,000
92
$670K 0.06%
8,651
-732
93
$664K 0.06%
+22,398
94
$642K 0.05%
8,092
95
$636K 0.05%
+5,470
96
$629K 0.05%
4,270
+296
97
$621K 0.05%
7,379
-7,980
98
$615K 0.05%
14,745
+6,695
99
$607K 0.05%
+2,410
100
$602K 0.05%
2,845
+173
2 3
4
5 6