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
$1.86B
AUM Growth
-$1.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$3.05M
2
+$1.62M
3
+$1.58M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.32M
5
UBER icon
Uber
UBER
+$1.18M

Top Sells

1
+$2.44M
2
+$2.15M
3
+$2.13M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.95M
5
MMC icon
Marsh & McLennan
MMC
+$1.38M

Sector Composition

1 Technology 17.52%
2 Financials 17.49%
3 Healthcare 15.46%
4 Consumer Discretionary 11.49%
5 Communication Services 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$903K 0.05%
2,290
+726
102
$893K 0.05%
3,772
+66
103
$856K 0.05%
3,172
+361
104
$856K 0.05%
10,946
+7,866
105
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39,826
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106
$794K 0.04%
4,134
107
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7,888
108
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-99
109
$759K 0.04%
9,600
110
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3,129
+292
111
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311
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112
$734K 0.04%
11,430
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113
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4,659
114
$646K 0.03%
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115
$632K 0.03%
8,046
+1,200
116
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117
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118
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+2,602
119
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13,100
120
$563K 0.03%
11,522
121
$492K 0.03%
6,626
122
$473K 0.03%
2,283
123
$460K 0.02%
2,163
+200
124
$459K 0.02%
1,800
125
$458K 0.02%
3,200
3 4
5
6 7