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
$956M
AUM Growth
+$40.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$29.5M
2
+$17.7M
3
+$9.72M
4
GWW icon
W.W. Grainger
GWW
+$3.74M
5
EBAY icon
eBay
EBAY
+$2.64M

Top Sells

1
+$29.3M
2
+$9.77M
3
+$8.38M
4
GE icon
GE Aerospace
GE
+$7.35M
5
PYPL icon
PayPal
PYPL
+$6.82M

Sector Composition

1 Healthcare 16.87%
2 Financials 15.4%
3 Consumer Discretionary 14.49%
4 Technology 12.77%
5 Industrials 12.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$424K 0.04%
5,757
102
$407K 0.04%
3,978
-33
103
$402K 0.04%
6,440
+400
104
$398K 0.04%
5,937
-100
105
$382K 0.04%
6,100
106
$378K 0.04%
2,583
-475
107
$375K 0.04%
2,313
108
$367K 0.04%
3,626
+320
109
$354K 0.04%
7,955
-1,400
110
$347K 0.04%
3,696
-4
111
$346K 0.04%
3,500
-500
112
$345K 0.04%
3,295
+415
113
$305K 0.03%
2,531
114
$288K 0.03%
7,606
-150
115
$280K 0.03%
12,057
116
$279K 0.03%
+2,763
117
$271K 0.03%
2,700
118
$265K 0.03%
11,200
119
$265K 0.03%
5,750
-4,820
120
$263K 0.03%
4,566
+66
121
$261K 0.03%
3,757
+285
122
$233K 0.02%
3,200
123
$230K 0.02%
1,234
124
$229K 0.02%
3,374
125
$214K 0.02%
+4,000
2 3 4
5
6