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
$1.31B
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$16.3M
3
+$6.09M
4
LH icon
Labcorp
LH
+$2.2M
5
BXP icon
Boston Properties
BXP
+$1.1M

Top Sells

1
+$23M
2
+$4.19M
3
+$3.14M
4
MSFT icon
Microsoft
MSFT
+$2.79M
5
GNTX icon
Gentex
GNTX
+$2.23M

Sector Composition

1 Consumer Discretionary 15.06%
2 Healthcare 14.6%
3 Financials 14.3%
4 Technology 13.77%
5 Industrials 12.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.57M 0.12%
20,493
77
$1.47M 0.11%
10,205
78
$1.25M 0.1%
41,600
-41,900
79
$1.23M 0.09%
7,795
+175
80
$1.2M 0.09%
36,918
-750
81
$1.17M 0.09%
19,709
-374
82
$1.1M 0.08%
12,126
83
$994K 0.08%
41,960
-2,807
84
$991K 0.08%
7,345
-169
85
$916K 0.07%
23,875
+325
86
$905K 0.07%
4,765
87
$904K 0.07%
3
88
$879K 0.07%
4,175
+2,225
89
$860K 0.07%
2,515
-250
90
$827K 0.06%
6,612
91
$801K 0.06%
5,010
+15
92
$800K 0.06%
2,832
-175
93
$795K 0.06%
6,480
-431
94
$773K 0.06%
8,584
-67
95
$767K 0.06%
16,856
-1,600
96
$762K 0.06%
9,046
-20
97
$719K 0.05%
2,950
-51
98
$703K 0.05%
4,373
+311
99
$673K 0.05%
6,263
-43
100
$640K 0.05%
4,421
-445
2 3
4
5 6