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
$1.21B
AUM Growth
+$59.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$8.63M
2
+$2.55M
3
+$1.24M
4
MRK icon
Merck
MRK
+$1.22M
5
TJX icon
TJX Companies
TJX
+$1.1M

Top Sells

1
+$1.79M
2
+$1.61M
3
+$1.5M
4
EW icon
Edwards Lifesciences
EW
+$1.34M
5
SLB icon
SLB Ltd
SLB
+$1.05M

Sector Composition

1 Financials 17.03%
2 Healthcare 16.28%
3 Consumer Discretionary 16.22%
4 Industrials 14.17%
5 Technology 11.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$526K 0.04%
6,514
-245
102
$511K 0.04%
9,067
103
$497K 0.04%
4,756
104
$467K 0.04%
4,000
105
$448K 0.04%
3,900
106
$423K 0.04%
9,282
107
$417K 0.03%
1,700
108
$406K 0.03%
2,566
-60
109
$385K 0.03%
2,213
-50
110
$372K 0.03%
5,000
-10,000
111
$359K 0.03%
2,051
-180
112
$356K 0.03%
+3,488
113
$345K 0.03%
8,050
-800
114
$331K 0.03%
5,875
115
$322K 0.03%
10,632
116
$317K 0.03%
5,066
-1,660
117
$305K 0.03%
1,950
118
$262K 0.02%
1,234
119
$262K 0.02%
6,666
120
$254K 0.02%
5,090
121
$252K 0.02%
1,864
122
$249K 0.02%
3,126
123
$246K 0.02%
+3,800
124
$245K 0.02%
2,472
125
$235K 0.02%
+1,500
2 3 4
5
6