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
$955M
AUM Growth
+$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$9.9M
2
+$2.12M
3
+$1.69M
4
SNY icon
Sanofi
SNY
+$981K
5
AMZN icon
Amazon
AMZN
+$911K

Top Sells

1
+$5.99M
2
+$1.82M
3
+$1.51M
4
TMO icon
Thermo Fisher Scientific
TMO
+$1.23M
5
ORCL icon
Oracle
ORCL
+$1.15M

Sector Composition

1 Technology 16.27%
2 Financials 15.94%
3 Healthcare 14.25%
4 Industrials 12.9%
5 Consumer Discretionary 11.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$256K 0.03%
5,338
127
$236K 0.02%
4,500
128
$225K 0.02%
1,900
+100
129
$213K 0.02%
5,500
-800
130
$210K 0.02%
13,763
-990
131
$210K 0.02%
+2,400
132
$207K 0.02%
3,600
-1,500
133
$203K 0.02%
+780
134
$83K 0.01%
23,000
-29,000
135
– –
-2,250
136
– –
-9,100
137
– –
-12,749
138
– –
-12,432
2 3 4 5
6