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
$1.35B
AUM Growth
+$41.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$1.33M
3
+$1.32M
4
MRK icon
Merck
MRK
+$821K
5
SLB icon
SLB Ltd
SLB
+$805K

Top Sells

1
+$4.41M
2
+$2.21M
3
+$1.22M
4
EBAY icon
eBay
EBAY
+$793K
5
GE icon
GE Aerospace
GE
+$786K

Sector Composition

1 Consumer Discretionary 15.19%
2 Financials 14.84%
3 Healthcare 14.5%
4 Technology 13.99%
5 Industrials 11.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$696K 0.05%
7,888
-696
102
$633K 0.05%
2,300
103
$598K 0.04%
4,388
104
$568K 0.04%
3,295
105
$563K 0.04%
5,614
106
$532K 0.04%
1,978
-5
107
$525K 0.04%
9,700
108
$522K 0.04%
8,015
-618
109
$515K 0.04%
21,484
+2,020
110
$494K 0.04%
6,113
111
$491K 0.04%
5,020
+30
112
$476K 0.04%
7,833
-2
113
$465K 0.03%
6,576
-998
114
$446K 0.03%
2,557
115
$443K 0.03%
3,800
116
$433K 0.03%
9,548
117
$433K 0.03%
2,117
-75
118
$430K 0.03%
1,461
119
$383K 0.03%
10,332
120
$377K 0.03%
4,800
121
$365K 0.03%
7,813
-902
122
$362K 0.03%
1,963
123
$361K 0.03%
2,097
-203
124
$316K 0.02%
4,208
-2,055
125
$313K 0.02%
874
2 3 4
5
6