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
$1.26B
AUM Growth
+$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$2.79M
3
+$2.42M
4
UNP icon
Union Pacific
UNP
+$2.07M
5
CMCSA icon
Comcast
CMCSA
+$1.46M

Top Sells

1
+$11.7M
2
+$6.62M
3
+$2.52M
4
GNTX icon
Gentex
GNTX
+$1.41M
5
MSFT icon
Microsoft
MSFT
+$1.1M

Sector Composition

1 Consumer Discretionary 17.87%
2 Financials 15.4%
3 Industrials 14.58%
4 Technology 14.19%
5 Healthcare 13.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.38M 0.11%
18,867
-174
77
$1.38M 0.11%
13,172
+1,710
78
$1.34M 0.11%
9,705
+1,100
79
$1.34M 0.11%
10,065
-920
80
$1.12M 0.09%
7,104
+2,300
81
$1.12M 0.09%
23,640
+8,625
82
$1.04M 0.08%
36,393
+13,995
83
$1.02M 0.08%
7,470
+2,000
84
$1M 0.08%
41,297
-585
85
$994K 0.08%
24,245
+9,500
86
$938K 0.07%
12,126
+9,000
87
$890K 0.07%
36,700
+15,400
88
$881K 0.07%
3,992
+1,582
89
$877K 0.07%
3,232
+50
90
$871K 0.07%
6,554
+134
91
$809K 0.06%
16,089
-1,232
92
$799K 0.06%
13,317
-600
93
$763K 0.06%
2,765
-100
94
$751K 0.06%
6,936
95
$723K 0.06%
4,615
-100
96
$684K 0.05%
8,651
97
$679K 0.05%
5,362
-75
98
$670K 0.05%
4,795
+1,330
99
$665K 0.05%
2,845
100
$643K 0.05%
11,614
-800
2 3
4
5 6