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
$1.51B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$5.12M
3
+$4.95M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.22M
5
AMZN icon
Amazon
AMZN
+$3.05M

Top Sells

1
+$9.29M
2
+$4.43M
3
+$4M
4
FISV
Fiserv Inc
FISV
+$1.52M
5
SYF icon
Synchrony
SYF
+$1.48M

Sector Composition

1 Financials 16.6%
2 Healthcare 15.33%
3 Technology 15.23%
4 Consumer Discretionary 14.22%
5 Industrials 11.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.64M 0.11%
8,651
+228
77
$1.56M 0.1%
28,103
-84
78
$1.51M 0.1%
12,126
79
$1.48M 0.1%
36,811
-11,441
80
$1.47M 0.1%
4,512
-25
81
$1.37M 0.09%
34,632
-2,610
82
$1.33M 0.09%
42,200
+600
83
$1.29M 0.09%
20,993
84
$1.25M 0.08%
3,887
85
$1.18M 0.08%
39,847
-1,598
86
$1.06M 0.07%
+10,650
87
$1.04M 0.07%
5,265
88
$1.04M 0.07%
6,405
89
$926K 0.06%
6,112
-500
90
$910K 0.06%
5,561
-1,190
91
$891K 0.06%
2,515
92
$884K 0.06%
6,902
-732
93
$880K 0.06%
32,520
+7,460
94
$860K 0.06%
19,025
-3,925
95
$835K 0.06%
8,240
96
$734K 0.05%
14,431
-9,900
97
$719K 0.05%
7,888
98
$696K 0.05%
2,622
-46
99
$688K 0.05%
3,861
100
$687K 0.05%
6,029
2 3
4
5 6