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
$989M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$8.27M
3
+$4.84M
4
BXP icon
Boston Properties
BXP
+$3.02M
5
MRK icon
Merck
MRK
+$1.32M

Top Sells

1
+$8.26M
2
+$6.2M
3
+$5.65M
4
WFC icon
Wells Fargo
WFC
+$4.14M
5
KO icon
Coca-Cola
KO
+$2M

Sector Composition

1 Technology 15.63%
2 Financials 15.53%
3 Healthcare 15.3%
4 Industrials 13.53%
5 Consumer Discretionary 13.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$541K 0.05%
5,775
+110
102
$536K 0.05%
2,608
+30
103
$535K 0.05%
5,006
-3,897
104
$533K 0.05%
6,390
-600
105
$479K 0.05%
10,022
106
$471K 0.05%
4,578
-5,670
107
$462K 0.05%
4,000
108
$455K 0.05%
6,909
-980
109
$445K 0.05%
3,283
-246
110
$399K 0.04%
+11,300
111
$384K 0.04%
2,413
112
$374K 0.04%
7,200
113
$371K 0.04%
3,000
114
$361K 0.04%
3,965
+15
115
$359K 0.04%
3,924
-35
116
$332K 0.03%
2,714
-47
117
$330K 0.03%
3,506
118
$323K 0.03%
3,472
-110
119
$320K 0.03%
3,068
120
$317K 0.03%
6,580
+40
121
$311K 0.03%
8,006
-600
122
$305K 0.03%
4,200
-100
123
$304K 0.03%
4,100
124
$285K 0.03%
10,800
125
$280K 0.03%
9,662
2 3 4
5
6