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
$1.57B
AUM Growth
+$87.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$8.79M
2
+$4.4M
3
+$2.97M
4
ROK icon
Rockwell Automation
ROK
+$1.28M
5
ECL icon
Ecolab
ECL
+$1.06M

Top Sells

1
+$8.08M
2
+$7.45M
3
+$6.02M
4
GNTX icon
Gentex
GNTX
+$4.43M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.78M

Sector Composition

1 Financials 18.3%
2 Healthcare 18.28%
3 Technology 17.5%
4 Consumer Staples 11.18%
5 Industrials 10.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$767K 0.05%
3,018
102
$738K 0.05%
10,946
103
$737K 0.05%
3,132
104
$707K 0.05%
48,400
105
$698K 0.04%
17,719
-1,848
106
$683K 0.04%
+7,485
107
$635K 0.04%
4,264
+25
108
$627K 0.04%
311
109
$584K 0.04%
11,183
110
$577K 0.04%
9,195
111
$547K 0.03%
2,083
-30
112
$547K 0.03%
5,400
113
$524K 0.03%
1,525
114
$518K 0.03%
4,305
-9,115
115
$507K 0.03%
2,762
116
$458K 0.03%
5,473
117
$447K 0.03%
5,848
-598
118
$443K 0.03%
9,363
119
$438K 0.03%
23,810
-3,800
120
$419K 0.03%
2,419
121
$417K 0.03%
3,315
122
$412K 0.03%
2,427
123
$408K 0.03%
2,253
-30
124
$406K 0.03%
1,012
125
$394K 0.03%
8,253
+360
3 4
5
6 7