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
$1.86B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$7.94M
2
+$5.08M
3
+$4.36M
4
OGN icon
Organon & Co
OGN
+$2.15M
5
FISV
Fiserv Inc
FISV
+$937K

Top Sells

1
+$4.54M
2
+$3.38M
3
+$2.97M
4
LH icon
Labcorp
LH
+$2.72M
5
PG icon
Procter & Gamble
PG
+$2.46M

Sector Composition

1 Financials 17.22%
2 Technology 17.18%
3 Healthcare 15.57%
4 Consumer Discretionary 11.65%
5 Consumer Staples 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.12M 0.11%
12,747
77
$2.06M 0.11%
43,300
-1,350
78
$1.98M 0.11%
14,198
+540
79
$1.84M 0.1%
17,585
+258
80
$1.8M 0.1%
37,036
-491
81
$1.73M 0.09%
4,052
-100
82
$1.54M 0.08%
18,784
-462
83
$1.5M 0.08%
20,355
84
$1.49M 0.08%
5,154
-35
85
$1.44M 0.08%
4,080
-200
86
$1.43M 0.08%
21,454
-310
87
$1.42M 0.08%
7,394
88
$1.35M 0.07%
2,870
89
$1.27M 0.07%
22,680
-169
90
$1.26M 0.07%
2,000
-100
91
$1.17M 0.06%
29,841
-400
92
$1.11M 0.06%
23,547
-3,000
93
$1.1M 0.06%
4,765
94
$1.07M 0.06%
19,960
+1,460
95
$985K 0.05%
6,540
96
$908K 0.05%
3,044
97
$901K 0.05%
12,822
+3,150
98
$901K 0.05%
5,450
99
$900K 0.05%
4,134
-25
100
$899K 0.05%
6,414
-15
2 3
4
5 6