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
$846M
AUM Growth
+$47.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$5.72M
3
+$1.49M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.12M
5
AAPL icon
Apple
AAPL
+$1.09M

Top Sells

1
+$3.42M
2
+$3.29M
3
+$2.92M
4
CELG
Celgene Corp
CELG
+$2.66M
5
IBM icon
IBM
IBM
+$2.51M

Sector Composition

1 Technology 15.5%
2 Healthcare 15.44%
3 Financials 14.05%
4 Industrials 13.71%
5 Consumer Discretionary 12.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$552K 0.07%
9,922
102
$544K 0.06%
14,000
-2,000
103
$505K 0.06%
10,912
+666
104
$494K 0.06%
7,660
-500
105
$494K 0.06%
20,049
-3,966
106
$368K 0.04%
2,193
107
$364K 0.04%
3,729
-953
108
$334K 0.04%
4,000
109
$331K 0.04%
10,394
-400
110
$327K 0.04%
10,300
+500
111
$318K 0.04%
+6,546
112
$313K 0.04%
7,200
113
$310K 0.04%
17,157
-1,350
114
$310K 0.04%
4,500
115
$309K 0.04%
7,337
116
$305K 0.04%
4,075
-183
117
$293K 0.03%
6,538
-337
118
$290K 0.03%
8,606
119
$290K 0.03%
7,200
120
$282K 0.03%
3,450
-1,700
121
$281K 0.03%
3,374
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122
$272K 0.03%
2,689
-50
123
$263K 0.03%
5,100
124
$262K 0.03%
3,472
+222
125
$259K 0.03%
3,725
-136
2 3 4
5
6