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
$2.02B
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$8.63M
3
+$2.5M
4
INTC icon
Intel
INTC
+$1.85M
5
UBER icon
Uber
UBER
+$1.41M

Top Sells

1
+$26.6M
2
+$5.21M
3
+$3.29M
4
NTR icon
Nutrien
NTR
+$3.29M
5
MMC icon
Marsh & McLennan
MMC
+$2.38M

Sector Composition

1 Technology 17.77%
2 Financials 17%
3 Healthcare 16.16%
4 Consumer Discretionary 11.36%
5 Consumer Staples 10.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$914K 0.05%
5,584
102
$914K 0.05%
3,132
-40
103
$909K 0.05%
10,946
104
$871K 0.04%
4,214
+80
105
$870K 0.04%
9,600
106
$827K 0.04%
7,888
107
$814K 0.04%
16,872
-5,475
108
$768K 0.04%
3,129
109
$746K 0.04%
311
110
$739K 0.04%
39,788
-38
111
$736K 0.04%
2,844
-100
112
$700K 0.03%
4,239
-420
113
$673K 0.03%
11,430
114
$655K 0.03%
21,502
-15,781
115
$624K 0.03%
2,762
+160
116
$608K 0.03%
7,746
-300
117
$606K 0.03%
2,509
-960
118
$604K 0.03%
5,473
119
$592K 0.03%
1,547
120
$564K 0.03%
3,270
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121
$535K 0.03%
11,522
122
$502K 0.02%
1,425
+525
123
$494K 0.02%
2,283
124
$492K 0.02%
1,012
125
$486K 0.02%
1,750
-50
3 4
5
6 7