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
-$219M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$5.14M
3
+$1.09M
4
AVGO icon
Broadcom
AVGO
+$1.05M
5
LIN icon
Linde
LIN
+$583K

Top Sells

1
+$6.31M
2
+$5.4M
3
+$5.14M
4
SYF icon
Synchrony
SYF
+$3.54M
5
AMZN icon
Amazon
AMZN
+$2.24M

Sector Composition

1 Consumer Discretionary 15.77%
2 Healthcare 14.87%
3 Financials 14.52%
4 Technology 13.9%
5 Industrials 12.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$561K 0.05%
4,062
102
$558K 0.05%
4,388
-400
103
$545K 0.05%
6,129
-600
104
$542K 0.05%
3,820
105
$535K 0.05%
5,457
106
$516K 0.04%
8,241
107
$505K 0.04%
9,385
108
$503K 0.04%
8,633
-3,265
109
$457K 0.04%
6,436
110
$453K 0.04%
9,882
+1,000
111
$439K 0.04%
1,911
+9
112
$432K 0.04%
2,325
-25
113
$428K 0.04%
6,199
114
$424K 0.04%
1,876
115
$414K 0.04%
4,716
-260
116
$409K 0.04%
4,000
117
$397K 0.03%
2,379
-1,465
118
$382K 0.03%
1,963
-125
119
$363K 0.03%
5,310
-250
120
$361K 0.03%
11,600
-2,600
121
$338K 0.03%
2,557
-111
122
$338K 0.03%
2,300
123
$331K 0.03%
1,950
124
$327K 0.03%
4,900
125
$295K 0.03%
2,285
-379
3 4
5
6 7