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
$1.02B
AUM Growth
+$66.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$8.1M
3
+$7.34M
4
CMCSA icon
Comcast
CMCSA
+$6.53M
5
SLB icon
SLB Ltd
SLB
+$5.66M

Top Sells

1
+$10.3M
2
+$5.96M
3
+$3.51M
4
SYY icon
Sysco
SYY
+$3.25M
5
EMC
EMC CORPORATION
EMC
+$3.17M

Sector Composition

1 Healthcare 18.66%
2 Industrials 14.34%
3 Consumer Discretionary 13.97%
4 Financials 13.77%
5 Technology 12.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$439K 0.04%
3,845
+215
102
$437K 0.04%
2,642
-205
103
$437K 0.04%
9,317
-2,200
104
$434K 0.04%
6,629
105
$395K 0.04%
5,937
106
$359K 0.04%
6,455
-1,100
107
$352K 0.03%
2,313
108
$342K 0.03%
2,757
-89
109
$332K 0.03%
4,441
-291
110
$331K 0.03%
2,583
111
$330K 0.03%
5,980
112
$295K 0.03%
2,259
113
$292K 0.03%
3,900
-200
114
$291K 0.03%
2,763
115
$289K 0.03%
12,057
116
$278K 0.03%
3,336
+30
117
$278K 0.03%
1,446
+246
118
$274K 0.03%
2,950
-200
119
$269K 0.03%
4,000
120
$256K 0.03%
3,374
121
$238K 0.02%
6,666
122
$217K 0.02%
+3,126
123
$214K 0.02%
11,200
124
$212K 0.02%
780
125
$205K 0.02%
+6,854
2 3 4
5
6