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
$798M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$34.5M
2
+$32.1M
3
+$31.9M
4
JNJ icon
Johnson & Johnson
JNJ
+$30.6M
5
GNTX icon
Gentex
GNTX
+$28.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.7%
2 Healthcare 15.42%
3 Industrials 14.07%
4 Financials 13.69%
5 Consumer Discretionary 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$237K 0.03%
+5,100
127
$234K 0.03%
+3,861
128
$231K 0.03%
+6,775
129
$216K 0.03%
+2,534
130
$209K 0.03%
+3,222
131
$203K 0.03%
+18,056
132
$200K 0.03%
+4,800
2 3 4 5
6