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
$1.37B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$23.1M
2
+$5.15M
3
+$2.51M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.57M
5
LH icon
Labcorp
LH
+$1.32M

Top Sells

1
+$12.2M
2
+$10.5M
3
+$8.38M
4
GNTX icon
Gentex
GNTX
+$2.19M
5
CELG
Celgene Corp
CELG
+$2.11M

Sector Composition

1 Consumer Discretionary 16.59%
2 Industrials 14.83%
3 Financials 14.6%
4 Healthcare 14.31%
5 Technology 13.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.75M 0.13%
4,719
77
$1.44M 0.11%
20,493
78
$1.37M 0.1%
9,705
79
$1.26M 0.09%
18,661
-206
80
$1.2M 0.09%
38,418
+2,025
81
$1.17M 0.09%
7,304
+200
82
$1.17M 0.09%
46,216
+4,919
83
$1.16M 0.08%
7,285
-185
84
$1.1M 0.08%
7,620
-2,445
85
$1.1M 0.08%
12,126
86
$1.09M 0.08%
22,915
-725
87
$1.07M 0.08%
20,003
+3,914
88
$1.04M 0.08%
42,250
+5,550
89
$960K 0.07%
3
+1
90
$874K 0.06%
3,007
-225
91
$873K 0.06%
6,612
+1,250
92
$862K 0.06%
3,844
-148
93
$860K 0.06%
6,628
+74
94
$849K 0.06%
22,050
+3,275
95
$845K 0.06%
6,936
96
$819K 0.06%
2,765
97
$811K 0.06%
11,898
+2,825
98
$797K 0.06%
4,765
+150
99
$782K 0.06%
3,073
+228
100
$768K 0.06%
9,066
+2,400
2 3
4
5 6