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
$989M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$8.27M
3
+$4.84M
4
BXP icon
Boston Properties
BXP
+$3.02M
5
MRK icon
Merck
MRK
+$1.32M

Top Sells

1
+$8.26M
2
+$6.2M
3
+$5.65M
4
WFC icon
Wells Fargo
WFC
+$4.14M
5
KO icon
Coca-Cola
KO
+$2M

Sector Composition

1 Technology 15.63%
2 Financials 15.53%
3 Healthcare 15.3%
4 Industrials 13.53%
5 Consumer Discretionary 13.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$270K 0.03%
4,000
-400
127
$266K 0.03%
+2,453
128
$241K 0.02%
13,212
-551
129
$240K 0.02%
4,500
130
$238K 0.02%
12,057
-2,550
131
$230K 0.02%
5,338
132
$230K 0.02%
2,400
133
$229K 0.02%
3,321
-200
134
$227K 0.02%
7,161
-103
135
$221K 0.02%
1,234
-308
136
$206K 0.02%
+780
137
$139K 0.01%
5,000
-500
138
– –
-5,085
139
– –
-1,735
140
– –
-3,990
141
– –
-4,560
2 3 4 5
6