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
-$219M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$5.14M
3
+$1.09M
4
AVGO icon
Broadcom
AVGO
+$1.05M
5
LIN icon
Linde
LIN
+$583K

Top Sells

1
+$6.31M
2
+$5.4M
3
+$5.14M
4
SYF icon
Synchrony
SYF
+$3.54M
5
AMZN icon
Amazon
AMZN
+$2.24M

Sector Composition

1 Consumer Discretionary 15.77%
2 Healthcare 14.87%
3 Financials 14.52%
4 Technology 13.9%
5 Industrials 12.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.51M 0.13%
4,687
-32
77
$1.46M 0.13%
20,493
78
$1.29M 0.11%
10,205
+500
79
$1.17M 0.1%
37,668
-750
80
$1.13M 0.1%
20,083
+80
81
$1.04M 0.09%
7,620
+335
82
$967K 0.08%
12,126
83
$965K 0.08%
44,767
-1,449
84
$918K 0.08%
3
85
$846K 0.07%
4,765
86
$832K 0.07%
23,550
+1,500
87
$817K 0.07%
7,514
-106
88
$809K 0.07%
18,456
-205
89
$752K 0.07%
3,007
90
$747K 0.07%
8,651
91
$745K 0.06%
4,995
+200
92
$737K 0.06%
2,765
93
$718K 0.06%
6,612
94
$695K 0.06%
6,911
-25
95
$681K 0.06%
6,306
-322
96
$672K 0.06%
9,066
97
$660K 0.06%
3,001
-72
98
$645K 0.06%
15,365
-7,550
99
$621K 0.05%
4,866
+80
100
$583K 0.05%
+3,734
2 3
4
5 6