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
$1.39B
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$44.2M
2
+$2.03M
3
+$1.31M
4
BAC icon
Bank of America
BAC
+$1.23M
5
JNJ icon
Johnson & Johnson
JNJ
+$719K

Top Sells

1
+$23.3M
2
+$14.2M
3
+$6.08M
4
EBAY icon
eBay
EBAY
+$4.29M
5
COST icon
Costco
COST
+$2.4M

Sector Composition

1 Financials 15.82%
2 Healthcare 14.98%
3 Consumer Discretionary 14.69%
4 Technology 14.58%
5 Industrials 11.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.56M 0.11%
9,970
-235
77
$1.53M 0.11%
10,330
+1,505
78
$1.47M 0.11%
37,242
+324
79
$1.27M 0.09%
20,993
+974
80
$1.26M 0.09%
12,126
81
$1.26M 0.09%
28,187
-1,854
82
$1.19M 0.09%
41,445
-530
83
$1.15M 0.08%
3,887
+945
84
$1.15M 0.08%
41,600
85
$1.13M 0.08%
5,265
+500
86
$1.13M 0.08%
4,595
+220
87
$1.06M 0.08%
24,331
-12,740
88
$1.06M 0.08%
7,634
+289
89
$1.02M 0.07%
6,751
-370
90
$935K 0.07%
3
91
$934K 0.07%
22,950
-600
92
$932K 0.07%
6,405
93
$897K 0.06%
2,515
94
$822K 0.06%
6,612
95
$774K 0.06%
8,240
-406
96
$756K 0.05%
7,888
97
$693K 0.05%
6,029
-100
98
$682K 0.05%
4,045
-500
99
$659K 0.05%
2,668
-282
100
$647K 0.05%
3,861
-512
2 3
4
5 6