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
$936M
AUM Growth
+$90.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$7.48M
3
+$5.97M
4
CAM
CAMERON INTERNATIONAL CORPORATION
CAM
+$4.87M
5
EBAY icon
eBay
EBAY
+$4.18M

Top Sells

1
+$5.74M
2
+$4.15M
3
+$3.68M
4
EXPD icon
Expeditors International
EXPD
+$3.67M
5
EW icon
Edwards Lifesciences
EW
+$3.64M

Sector Composition

1 Technology 15.89%
2 Financials 15.38%
3 Healthcare 14.25%
4 Industrials 13.65%
5 Consumer Discretionary 13.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$612K 0.07%
9,922
102
$585K 0.06%
8,189
103
$580K 0.06%
10,912
104
$578K 0.06%
9,380
-2,364
105
$526K 0.06%
20,049
106
$471K 0.05%
11,000
-3,000
107
$420K 0.04%
2,273
+80
108
$402K 0.04%
3,729
109
$379K 0.04%
4,000
110
$378K 0.04%
4,500
111
$375K 0.04%
10,394
112
$362K 0.04%
7,337
113
$361K 0.04%
7,200
114
$345K 0.04%
10,800
+500
115
$341K 0.04%
17,157
116
$338K 0.04%
3,650
+200
117
$338K 0.04%
4,108
+33
118
$330K 0.04%
+3,000
119
$321K 0.03%
8,606
120
$316K 0.03%
7,200
121
$315K 0.03%
3,472
122
$306K 0.03%
3,374
123
$297K 0.03%
2,685
-4
124
$286K 0.03%
6,138
-400
125
$269K 0.03%
6,775
2 3 4
5
6