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
$955M
AUM Growth
+$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$9.9M
2
+$2.12M
3
+$1.69M
4
SNY icon
Sanofi
SNY
+$981K
5
AMZN icon
Amazon
AMZN
+$911K

Top Sells

1
+$5.99M
2
+$1.82M
3
+$1.51M
4
TMO icon
Thermo Fisher Scientific
TMO
+$1.23M
5
ORCL icon
Oracle
ORCL
+$1.15M

Sector Composition

1 Technology 16.27%
2 Financials 15.94%
3 Healthcare 14.25%
4 Industrials 12.9%
5 Consumer Discretionary 11.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$464K 0.05%
7,237
102
$460K 0.05%
2,348
103
$420K 0.04%
4,000
104
$407K 0.04%
3,529
-36
105
$372K 0.04%
10,800
106
$369K 0.04%
7,200
107
$367K 0.04%
3,374
108
$356K 0.04%
3,000
109
$353K 0.04%
3,866
-102
110
$344K 0.04%
7,200
111
$341K 0.04%
4,800
112
$341K 0.04%
3,937
-171
113
$339K 0.04%
8,606
114
$329K 0.03%
3,472
115
$322K 0.03%
2,735
116
$313K 0.03%
7,264
+366
117
$304K 0.03%
4,200
118
$302K 0.03%
3,521
119
$302K 0.03%
3,666
-1,102
120
$294K 0.03%
5,085
121
$280K 0.03%
14,607
122
$274K 0.03%
4,100
123
$268K 0.03%
1,542
124
$265K 0.03%
7,000
-2,000
125
$259K 0.03%
9,662
+30
2 3 4
5
6