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
$1.31B
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$16.3M
3
+$6.09M
4
LH icon
Labcorp
LH
+$2.2M
5
BXP icon
Boston Properties
BXP
+$1.1M

Top Sells

1
+$23M
2
+$4.19M
3
+$3.14M
4
MSFT icon
Microsoft
MSFT
+$2.79M
5
GNTX icon
Gentex
GNTX
+$2.23M

Sector Composition

1 Consumer Discretionary 15.06%
2 Healthcare 14.6%
3 Financials 14.3%
4 Technology 13.77%
5 Industrials 12.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$637K 0.05%
6,129
102
$595K 0.05%
4,388
103
$540K 0.04%
8,633
104
$539K 0.04%
3,295
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105
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5,614
-822
106
$515K 0.04%
1,983
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107
$514K 0.04%
2,300
-25
108
$506K 0.04%
7,574
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109
$503K 0.04%
9,700
-182
110
$493K 0.04%
4,990
+274
111
$473K 0.04%
6,113
-86
112
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113
$457K 0.03%
7,835
-1,550
114
$456K 0.03%
+9,548
115
$429K 0.03%
3,800
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116
$424K 0.03%
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-100
117
$421K 0.03%
2,192
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118
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2,557
119
$403K 0.03%
8,715
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120
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1,461
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121
$383K 0.03%
2,300
122
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1,963
123
$366K 0.03%
2,082
-1,652
124
$334K 0.03%
10,332
125
$322K 0.02%
5,085
-225
2 3 4
5
6