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
$1.48B
AUM Growth
-$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$1.82M
3
+$519K
4
LH icon
Labcorp
LH
+$508K
5
APH icon
Amphenol
APH
+$315K

Top Sells

1
+$18.6M
2
+$7.71M
3
+$4.82M
4
CVS icon
CVS Health
CVS
+$4.78M
5
PG icon
Procter & Gamble
PG
+$4.25M

Sector Composition

1 Healthcare 18.17%
2 Technology 18%
3 Financials 17.47%
4 Consumer Discretionary 10.98%
5 Consumer Staples 10.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.82M 0.12%
52,147
-4,001
77
$1.67M 0.11%
9,265
78
$1.58M 0.11%
19,015
+515
79
$1.46M 0.1%
5,417
-200
80
$1.44M 0.1%
6,260
81
$1.41M 0.1%
15,268
82
$1.41M 0.1%
20,355
83
$1.39M 0.09%
32,100
84
$1.36M 0.09%
19,180
-50
85
$1.35M 0.09%
4,030
86
$1.3M 0.09%
22,387
-1,340
87
$1.3M 0.09%
29,627
-219
88
$1.29M 0.09%
3,616
-125
89
$1.23M 0.08%
13,658
-350
90
$1.03M 0.07%
2,870
91
$980K 0.07%
15,355
-275
92
$970K 0.07%
6,054
-200
93
$867K 0.06%
24,395
-6,084
94
$832K 0.06%
7,140
95
$759K 0.05%
4,038
-31
96
$758K 0.05%
2,310
97
$743K 0.05%
19,567
-1,300
98
$735K 0.05%
5,450
-134
99
$734K 0.05%
7,888
100
$717K 0.05%
3,132
2 3
4
5 6