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
$798M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$34.5M
2
+$32.1M
3
+$31.9M
4
JNJ icon
Johnson & Johnson
JNJ
+$30.6M
5
GNTX icon
Gentex
GNTX
+$28.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.7%
2 Healthcare 15.42%
3 Industrials 14.07%
4 Financials 13.69%
5 Consumer Discretionary 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$506K 0.06%
+8,189
102
$495K 0.06%
+9,922
103
$487K 0.06%
+5,749
104
$483K 0.06%
+12,442
105
$458K 0.06%
+10,246
106
$452K 0.06%
+4,682
107
$428K 0.05%
+5,150
108
$369K 0.05%
+10,794
109
$352K 0.04%
+2,193
110
$352K 0.04%
+21,945
111
$348K 0.04%
+4,224
112
$317K 0.04%
+18,507
113
$308K 0.04%
+7,200
114
$306K 0.04%
+4,258
115
$296K 0.04%
+7,337
116
$293K 0.04%
+4,000
117
$292K 0.04%
+8,606
118
$281K 0.04%
+4,500
119
$280K 0.04%
+6,875
120
$272K 0.03%
+5,600
121
$264K 0.03%
+2,739
122
$264K 0.03%
+9,800
123
$251K 0.03%
+7,200
124
$243K 0.03%
+3,250
125
$243K 0.03%
+5,420
2 3 4
5
6