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
-$2.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$12.4M
3
+$5.16M
4
ECL icon
Ecolab
ECL
+$1.22M
5
BAC icon
Bank of America
BAC
+$1.21M

Top Sells

1
+$13.7M
2
+$9.65M
3
+$5.69M
4
EBAY icon
eBay
EBAY
+$3.89M
5
AMZN icon
Amazon
AMZN
+$2.54M

Sector Composition

1 Consumer Discretionary 17.82%
2 Financials 16.22%
3 Healthcare 15.41%
4 Technology 13.83%
5 Industrials 13.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$598K 0.05%
2
-2
102
$592K 0.05%
9,273
103
$569K 0.05%
4,196
-2,800
104
$547K 0.05%
3,550
105
$538K 0.04%
3,465
+1,965
106
$538K 0.04%
9,535
+468
107
$520K 0.04%
8,674
-120
108
$507K 0.04%
4,756
109
$502K 0.04%
+21,300
110
$498K 0.04%
6,199
-315
111
$478K 0.04%
2,500
+550
112
$469K 0.04%
4,200
+200
113
$416K 0.03%
1,926
-125
114
$412K 0.03%
1,700
115
$404K 0.03%
2,581
+15
116
$403K 0.03%
6,066
+1,000
117
$377K 0.03%
2,213
118
$360K 0.03%
8,882
-400
119
$352K 0.03%
+11,000
120
$351K 0.03%
3,300
-600
121
$303K 0.03%
3,000
-488
122
$295K 0.02%
10,332
-300
123
$292K 0.02%
+2,155
124
$291K 0.02%
5,225
-650
125
$287K 0.02%
+2,730
2 3 4
5
6