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
$1.1B
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$7.16M
2
+$3.29M
3
+$2.39M
4
EBAY icon
eBay
EBAY
+$2.33M
5
ZBH icon
Zimmer Biomet
ZBH
+$1.49M

Top Sells

1
+$2.93M
2
+$2.63M
3
+$1.76M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.7M
5
EW icon
Edwards Lifesciences
EW
+$1.22M

Sector Composition

1 Healthcare 17.06%
2 Consumer Discretionary 16.51%
3 Industrials 15.32%
4 Financials 14.77%
5 Technology 11.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$403K 0.04%
6,329
-300
102
$398K 0.04%
4,200
-500
103
$394K 0.04%
8,893
-300
104
$374K 0.03%
9,117
-200
105
$373K 0.03%
5,880
-300
106
$370K 0.03%
2,779
+22
107
$352K 0.03%
6,926
+190
108
$347K 0.03%
12,057
109
$331K 0.03%
2,263
-50
110
$331K 0.03%
4,411
-30
111
$322K 0.03%
2,750
-200
112
$318K 0.03%
5,154
-275
113
$313K 0.03%
3,374
114
$294K 0.03%
3,800
115
$274K 0.02%
3,900
116
$242K 0.02%
1,835
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117
$241K 0.02%
1,172
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118
$222K 0.02%
3,400
119
$218K 0.02%
1,864
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120
$210K 0.02%
3,060
121
$207K 0.02%
5,140
122
$207K 0.02%
2,011
-100
123
$202K 0.02%
+6,320
124
$200K 0.02%
3,126
125
$200K 0.02%
6,666
2 3 4
5
6