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
$1.26B
AUM Growth
+$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$2.79M
3
+$2.42M
4
UNP icon
Union Pacific
UNP
+$2.07M
5
CMCSA icon
Comcast
CMCSA
+$1.46M

Top Sells

1
+$11.7M
2
+$6.62M
3
+$2.52M
4
GNTX icon
Gentex
GNTX
+$1.41M
5
MSFT icon
Microsoft
MSFT
+$1.1M

Sector Composition

1 Consumer Discretionary 17.87%
2 Financials 15.4%
3 Industrials 14.58%
4 Technology 14.19%
5 Healthcare 13.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$628K 0.05%
9,073
-200
102
$614K 0.05%
18,775
+9,375
103
$596K 0.05%
+14,200
104
$596K 0.05%
7,329
-50
105
$585K 0.05%
4,166
-30
106
$579K 0.05%
4,270
107
$579K 0.05%
8,474
-200
108
$570K 0.05%
3,960
+1,805
109
$564K 0.04%
2
110
$560K 0.04%
3,550
111
$539K 0.04%
2,475
-25
112
$531K 0.04%
6,666
+600
113
$523K 0.04%
5,256
+500
114
$523K 0.04%
9,385
-150
115
$489K 0.04%
1,959
+259
116
$488K 0.04%
6,199
117
$471K 0.04%
6,436
-1,656
118
$457K 0.04%
1,876
-50
119
$436K 0.03%
4,200
120
$399K 0.03%
2,163
-50
121
$388K 0.03%
+4,800
122
$380K 0.03%
8,882
123
$376K 0.03%
2,315
-266
124
$337K 0.03%
3,300
125
$305K 0.02%
3,000
2 3 4
5
6