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
$1.57B
AUM Growth
+$87.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$8.79M
2
+$4.4M
3
+$2.97M
4
ROK icon
Rockwell Automation
ROK
+$1.28M
5
ECL icon
Ecolab
ECL
+$1.06M

Top Sells

1
+$8.08M
2
+$7.45M
3
+$6.02M
4
GNTX icon
Gentex
GNTX
+$4.43M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.78M

Sector Composition

1 Financials 18.3%
2 Healthcare 18.28%
3 Technology 17.5%
4 Consumer Staples 11.18%
5 Industrials 10.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.81M 0.12%
47,787
-4,360
77
$1.79M 0.11%
7,584
-20
78
$1.77M 0.11%
5,417
79
$1.73M 0.11%
4,030
80
$1.68M 0.11%
32,100
81
$1.67M 0.11%
67,710
-4,605
82
$1.63M 0.1%
6,185
-75
83
$1.52M 0.1%
29,627
84
$1.5M 0.1%
15,005
-263
85
$1.44M 0.09%
13,658
86
$1.39M 0.09%
19,340
+160
87
$1.38M 0.09%
3,616
88
$1.25M 0.08%
20,355
89
$1.24M 0.08%
2,870
90
$1.23M 0.08%
15,655
+300
91
$1.15M 0.07%
43,480
-227,663
92
$1.02M 0.07%
24,720
+325
93
$1.01M 0.06%
4,214
94
$967K 0.06%
7,140
95
$950K 0.06%
6,054
96
$913K 0.06%
2,600
+290
97
$823K 0.05%
4,038
98
$821K 0.05%
5,559
+109
99
$812K 0.05%
7,888
100
$783K 0.05%
1,920
2 3
4
5 6