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
$2.02B
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$8.63M
3
+$2.5M
4
INTC icon
Intel
INTC
+$1.85M
5
UBER icon
Uber
UBER
+$1.41M

Top Sells

1
+$26.6M
2
+$5.21M
3
+$3.29M
4
NTR icon
Nutrien
NTR
+$3.29M
5
MMC icon
Marsh & McLennan
MMC
+$2.38M

Sector Composition

1 Technology 17.77%
2 Financials 17%
3 Healthcare 16.16%
4 Consumer Discretionary 11.36%
5 Consumer Staples 10.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.29M 0.11%
9,265
-210
77
$2.01M 0.1%
17,146
-221
78
$1.99M 0.1%
32,100
79
$1.95M 0.1%
7,844
-390
80
$1.92M 0.09%
4,033
-50
81
$1.91M 0.09%
14,418
82
$1.89M 0.09%
5,447
-5
83
$1.8M 0.09%
33,119
-3,440
84
$1.79M 0.09%
30,336
-1,120
85
$1.7M 0.08%
6,328
+885
86
$1.6M 0.08%
20,355
87
$1.56M 0.08%
17,905
-860
88
$1.41M 0.07%
2,870
89
$1.4M 0.07%
4,080
90
$1.3M 0.06%
7,140
91
$1.26M 0.06%
1,920
-80
92
$1.2M 0.06%
21,535
+100
93
$1.18M 0.06%
22,767
-241
94
$1.16M 0.06%
39,300
+19,300
95
$1.13M 0.06%
12,912
-500
96
$1.1M 0.05%
17,680
-2,774
97
$1.06M 0.05%
6,339
-75
98
$1.04M 0.05%
4,084
+312
99
$1M 0.05%
2,290
100
$960K 0.05%
7,183
-540
2 3
4
5 6