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
$1.08B
AUM Growth
+$59.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$11M
3
+$5.04M
4
LH icon
Labcorp
LH
+$5M
5
SHPG
Shire pic
SHPG
+$2.51M

Top Sells

1
+$10.8M
2
+$8.25M
3
+$5.35M
4
JNJ icon
Johnson & Johnson
JNJ
+$4.2M
5
CL icon
Colgate-Palmolive
CL
+$1.53M

Sector Composition

1 Healthcare 18.91%
2 Consumer Discretionary 16.62%
3 Industrials 14.49%
4 Financials 13.18%
5 Technology 10.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$430K 0.04%
9,317
102
$404K 0.04%
5,994
+57
103
$404K 0.04%
9,193
-4,402
104
$395K 0.04%
6,180
-275
105
$386K 0.04%
2,313
106
$366K 0.03%
4,441
107
$355K 0.03%
6,736
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108
$353K 0.03%
2,757
109
$347K 0.03%
5,429
-1,024
110
$333K 0.03%
2,950
111
$319K 0.03%
12,057
112
$303K 0.03%
3,900
113
$300K 0.03%
3,374
114
$295K 0.03%
1,484
+38
115
$284K 0.03%
2,259
116
$275K 0.03%
2,549
-214
117
$256K 0.02%
3,800
-200
118
$254K 0.02%
+1,439
119
$250K 0.02%
3,156
-180
120
$233K 0.02%
+3,400
121
$229K 0.02%
+2,111
122
$215K 0.02%
3,126
123
$213K 0.02%
5,140
124
$203K 0.02%
6,666
125
$190K 0.02%
+3,060
2 3 4
5
6