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
$1.17B
AUM Growth
+$70.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$6.93M
3
+$3.89M
4
COST icon
Costco
COST
+$2.71M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.31M

Top Sells

1
+$10.5M
2
+$4.84M
3
+$3M
4
ORCL icon
Oracle
ORCL
+$2.82M
5
TJX icon
TJX Companies
TJX
+$2.28M

Sector Composition

1 Consumer Discretionary 17.16%
2 Healthcare 16.89%
3 Financials 16.25%
4 Industrials 15.18%
5 Technology 11.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$441K 0.04%
4,200
102
$440K 0.04%
6,329
103
$426K 0.04%
9,582
-11,678
104
$390K 0.03%
8,675
-31,675
105
$389K 0.03%
2,779
106
$381K 0.03%
8,845
-48
107
$380K 0.03%
4,411
108
$375K 0.03%
6,726
-200
109
$371K 0.03%
2,263
110
$369K 0.03%
3,974
+600
111
$363K 0.03%
2,350
-400
112
$336K 0.03%
10,632
-1,425
113
$314K 0.03%
3,900
114
$304K 0.03%
5,154
115
$288K 0.02%
5,595
-285
116
$273K 0.02%
1,264
+92
117
$255K 0.02%
1,875
+40
118
$253K 0.02%
3,800
119
$237K 0.02%
3,126
120
$236K 0.02%
1,811
-200
121
$224K 0.02%
1,864
122
$222K 0.02%
5,090
-50
123
$218K 0.02%
+2,000
124
$214K 0.02%
6,666
125
$206K 0.02%
3,600
+200
2 3 4
5
6