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
$979M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$7.52M
3
+$2.66M
4
SYF icon
Synchrony
SYF
+$2.53M
5
MA icon
Mastercard
MA
+$2.08M

Top Sells

1
+$8.21M
2
+$7.25M
3
+$4.93M
4
FISV
Fiserv Inc
FISV
+$3.01M
5
EW icon
Edwards Lifesciences
EW
+$2.59M

Sector Composition

1 Healthcare 15.55%
2 Financials 14.87%
3 Technology 14.34%
4 Consumer Discretionary 13.83%
5 Industrials 13.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$511K 0.05%
2,473
-135
102
$505K 0.05%
4,606
-400
103
$485K 0.05%
6,037
-900
104
$485K 0.05%
4,975
-800
105
$482K 0.05%
6,879
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106
$473K 0.05%
3,658
-920
107
$460K 0.05%
3,283
108
$451K 0.05%
4,000
109
$429K 0.04%
10,022
110
$424K 0.04%
3,195
+195
111
$394K 0.04%
2,463
+50
112
$381K 0.04%
7,200
113
$377K 0.04%
4,181
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114
$339K 0.03%
3,068
115
$335K 0.03%
2,707
-7
116
$334K 0.03%
3,406
-100
117
$324K 0.03%
6,460
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118
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4,100
119
$312K 0.03%
8,006
120
$301K 0.03%
10,800
121
$281K 0.03%
9,952
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122
$274K 0.03%
3,700
-500
123
$272K 0.03%
4,000
124
$271K 0.03%
3,472
125
$270K 0.03%
3,374
-550
2 3 4
5
6