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
$1.35B
AUM Growth
+$41.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$1.33M
3
+$1.32M
4
MRK icon
Merck
MRK
+$821K
5
SLB icon
SLB Ltd
SLB
+$805K

Top Sells

1
+$4.41M
2
+$2.21M
3
+$1.22M
4
EBAY icon
eBay
EBAY
+$793K
5
GE icon
GE Aerospace
GE
+$786K

Sector Composition

1 Consumer Discretionary 15.19%
2 Financials 14.84%
3 Healthcare 14.5%
4 Technology 13.99%
5 Industrials 11.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.57M 0.12%
30,041
-15,026
77
$1.54M 0.11%
10,205
78
$1.36M 0.1%
36,918
79
$1.34M 0.1%
12,126
80
$1.34M 0.1%
8,825
+1,030
81
$1.33M 0.1%
+6,768
82
$1.2M 0.09%
41,600
83
$1.17M 0.09%
16,614
-242
84
$1.14M 0.08%
20,019
+310
85
$1.07M 0.08%
7,121
+2,700
86
$1.06M 0.08%
41,975
+15
87
$1.01M 0.07%
23,550
-325
88
$997K 0.07%
4,375
+200
89
$989K 0.07%
4,765
90
$968K 0.07%
7,345
91
$955K 0.07%
3
92
$928K 0.07%
6,612
93
$921K 0.07%
2,515
94
$899K 0.07%
6,405
-75
95
$862K 0.06%
2,942
+110
96
$753K 0.06%
4,545
-465
97
$731K 0.05%
4,373
98
$726K 0.05%
2,950
99
$726K 0.05%
8,646
-400
100
$707K 0.05%
6,129
2 3
4
5 6