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
$1.51B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$5.12M
3
+$4.95M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.22M
5
AMZN icon
Amazon
AMZN
+$3.05M

Top Sells

1
+$9.29M
2
+$4.43M
3
+$4M
4
FISV
Fiserv Inc
FISV
+$1.52M
5
SYF icon
Synchrony
SYF
+$1.48M

Sector Composition

1 Financials 16.6%
2 Healthcare 15.33%
3 Technology 15.23%
4 Consumer Discretionary 14.22%
5 Industrials 11.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$677K 0.04%
3,905
-140
102
$647K 0.04%
5,614
103
$574K 0.04%
2,200
104
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-70
105
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3,759
106
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107
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6,376
-50
108
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9,700
109
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110
$507K 0.03%
3,800
111
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112
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113
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114
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115
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116
$433K 0.03%
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117
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10,082
118
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2,357
119
$408K 0.03%
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120
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121
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122
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123
$318K 0.02%
+1,780
124
$313K 0.02%
6,666
125
$299K 0.02%
2,283
3 4
5
6 7