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
$936M
AUM Growth
+$90.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$7.48M
3
+$5.97M
4
CAM
CAMERON INTERNATIONAL CORPORATION
CAM
+$4.87M
5
EBAY icon
eBay
EBAY
+$4.18M

Top Sells

1
+$5.74M
2
+$4.15M
3
+$3.68M
4
EXPD icon
Expeditors International
EXPD
+$3.67M
5
EW icon
Edwards Lifesciences
EW
+$3.64M

Sector Composition

1 Technology 15.89%
2 Financials 15.38%
3 Healthcare 14.25%
4 Industrials 13.65%
5 Consumer Discretionary 13.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$269K 0.03%
5,060
127
$263K 0.03%
3,725
128
$261K 0.03%
5,100
129
$255K 0.03%
5,100
+400
130
$251K 0.03%
4,200
131
$244K 0.03%
+9,390
132
$244K 0.03%
4,800
133
$210K 0.02%
1,840
134
$210K 0.02%
2,800
-600
135
$208K 0.02%
+4,560
136
$204K 0.02%
2,534
137
$202K 0.02%
+15,909
138
$114K 0.01%
28,160
-244,038
139
– –
-6,546
140
– –
-3,222
141
– –
-1,822,660
2 3 4 5
6