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
-$1.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$3.05M
2
+$1.62M
3
+$1.58M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.32M
5
UBER icon
Uber
UBER
+$1.18M

Top Sells

1
+$2.44M
2
+$2.15M
3
+$2.13M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.95M
5
MMC icon
Marsh & McLennan
MMC
+$1.38M

Sector Composition

1 Technology 17.52%
2 Financials 17.49%
3 Healthcare 15.46%
4 Consumer Discretionary 11.49%
5 Communication Services 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.96M 0.11%
9,475
-10
77
$1.91M 0.1%
14,418
+220
78
$1.89M 0.1%
36,559
-477
79
$1.76M 0.09%
17,367
-218
80
$1.75M 0.09%
4,083
+31
81
$1.64M 0.09%
8,234
+840
82
$1.62M 0.09%
+32,100
83
$1.6M 0.09%
5,452
+298
84
$1.54M 0.08%
18,765
-19
85
$1.49M 0.08%
20,355
86
$1.37M 0.07%
4,080
87
$1.35M 0.07%
31,456
+1,615
88
$1.31M 0.07%
5,443
+678
89
$1.28M 0.07%
2,870
90
$1.24M 0.07%
2,000
91
$1.24M 0.07%
23,008
+328
92
$1.22M 0.07%
37,283
-33,903
93
$1.21M 0.07%
20,454
-1,000
94
$1.12M 0.06%
21,435
+1,475
95
$1.11M 0.06%
7,140
+600
96
$1.08M 0.06%
13,412
+590
97
$1.04M 0.06%
22,347
-1,200
98
$1.03M 0.06%
7,723
+1,605
99
$958K 0.05%
6,414
100
$935K 0.05%
5,584
+134
2 3
4
5 6