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
$1.61B
AUM Growth
+$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$32.7M
2
+$25.1M
3
+$6.22M
4
ECL icon
Ecolab
ECL
+$2.9M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.31M

Top Sells

1
+$15.7M
2
+$15.6M
3
+$14.4M
4
GNTX icon
Gentex
GNTX
+$6.24M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$4.06M

Sector Composition

1 Technology 20.94%
2 Healthcare 16.01%
3 Financials 15.45%
4 Industrials 11.65%
5 Consumer Staples 11.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.02M 0.13%
63,605
-4,105
77
$1.9M 0.12%
5,332
-85
78
$1.87M 0.12%
32,100
79
$1.77M 0.11%
44,965
-2,822
80
$1.75M 0.11%
23,645
-5,425
81
$1.72M 0.11%
6,135
-50
82
$1.69M 0.1%
7,464
-120
83
$1.66M 0.1%
4,015
-15
84
$1.61M 0.1%
49,430
+5,950
85
$1.46M 0.09%
13,658
86
$1.28M 0.08%
18,448
-892
87
$1.26M 0.08%
2,870
88
$1.25M 0.08%
44,880
-3,520
89
$1.2M 0.07%
29,367
-260
90
$1.14M 0.07%
13,563
-2,092
91
$1.14M 0.07%
20,355
92
$1.13M 0.07%
2,767
-849
93
$1.06M 0.07%
12,078
-2,927
94
$1.06M 0.07%
6,970
-170
95
$1.05M 0.07%
23,035
-1,685
96
$1.03M 0.06%
2,732
+132
97
$980K 0.06%
6,009
-45
98
$964K 0.06%
4,214
99
$956K 0.06%
10,220
+2,735
100
$945K 0.06%
1,890
-30
2 3
4
5 6