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
$916M
AUM Growth
-$58.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$10.6M
3
+$8.53M
4
PYPL icon
PayPal
PYPL
+$7.83M
5
SYF icon
Synchrony
SYF
+$2.67M

Top Sells

1
+$11M
2
+$10.1M
3
+$9.63M
4
SYY icon
Sysco
SYY
+$7.55M
5
EV
Eaton Vance Corp.
EV
+$7.27M

Sector Composition

1 Healthcare 16.85%
2 Financials 16.36%
3 Consumer Discretionary 13.85%
4 Technology 13.45%
5 Industrials 13.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$418K 0.05%
5,757
-716
102
$413K 0.05%
3,058
-600
103
$412K 0.05%
6,037
104
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4,165
-500
105
$409K 0.04%
4,011
-625
106
$372K 0.04%
6,040
107
$368K 0.04%
2,847
108
$366K 0.04%
9,355
-17,785
109
$351K 0.04%
4,000
110
$345K 0.04%
6,100
-1,000
111
$343K 0.04%
2,968
-100
112
$325K 0.04%
3,306
-100
113
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2,313
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114
$304K 0.03%
3,700
115
$295K 0.03%
12,057
116
$288K 0.03%
2,531
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117
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7,756
118
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119
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2,700
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120
$259K 0.03%
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121
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3,472
122
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4,500
123
$247K 0.03%
2,906
-400
124
$238K 0.03%
3,200
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125
$237K 0.03%
6,022
-3,000
2 3 4
5
6