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
$1.15B
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$6.98M
2
+$1.86M
3
+$1.64M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$936K
5
BAC icon
Bank of America
BAC
+$732K

Top Sells

1
+$3.88M
2
+$2.27M
3
+$1.79M
4
SLB icon
SLB Ltd
SLB
+$833K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$798K

Sector Composition

1 Healthcare 18.12%
2 Financials 16.43%
3 Consumer Discretionary 15.83%
4 Industrials 13.64%
5 Technology 11.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$511K 0.04%
2,672
-1
102
$496K 0.04%
3,974
103
$472K 0.04%
4,756
+500
104
$435K 0.04%
4,000
-200
105
$424K 0.04%
9,282
106
$422K 0.04%
2,263
107
$392K 0.03%
2,626
-130
108
$392K 0.03%
1,700
+238
109
$384K 0.03%
3,900
110
$360K 0.03%
8,850
+200
111
$349K 0.03%
10,632
112
$349K 0.03%
6,726
113
$333K 0.03%
2,231
+470
114
$303K 0.03%
1,950
-300
115
$290K 0.03%
5,875
-250
116
$270K 0.02%
3,126
117
$262K 0.02%
1,835
118
$246K 0.02%
5,090
119
$239K 0.02%
1,234
120
$225K 0.02%
+3,420
121
$224K 0.02%
2,472
122
$221K 0.02%
4,820
-775
123
$221K 0.02%
6,666
124
$216K 0.02%
1,864
125
$208K 0.02%
+6,003
2 3 4
5
6