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
$1.39B
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$44.2M
2
+$2.03M
3
+$1.31M
4
BAC icon
Bank of America
BAC
+$1.23M
5
JNJ icon
Johnson & Johnson
JNJ
+$719K

Top Sells

1
+$23.3M
2
+$14.2M
3
+$6.08M
4
EBAY icon
eBay
EBAY
+$4.29M
5
COST icon
Costco
COST
+$2.4M

Sector Composition

1 Financials 15.82%
2 Healthcare 14.98%
3 Consumer Discretionary 14.69%
4 Technology 14.58%
5 Industrials 11.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$605K 0.04%
25,060
+3,576
102
$598K 0.04%
2,200
-100
103
$559K 0.04%
5,614
104
$547K 0.04%
9,700
105
$539K 0.04%
3,295
106
$539K 0.04%
1,978
107
$510K 0.04%
6,426
-150
108
$475K 0.03%
3,759
-629
109
$474K 0.03%
5,891
-222
110
$472K 0.03%
8,015
111
$470K 0.03%
7,833
112
$459K 0.03%
9,048
-500
113
$450K 0.03%
3,800
114
$423K 0.03%
10,082
-250
115
$423K 0.03%
4,531
-489
116
$404K 0.03%
1,461
117
$400K 0.03%
1,932
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118
$399K 0.03%
2,357
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119
$380K 0.03%
1,963
120
$364K 0.03%
4,800
121
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2,018
-79
122
$318K 0.02%
6,913
-900
123
$300K 0.02%
4,208
124
$299K 0.02%
6,666
125
$290K 0.02%
+3,500
2 3 4
5
6