BHIA

Birch Hill Investment Advisors Portfolio holdings

AUM $2.39B
1-Year Est. Return 20.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.1B
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$7.1M
2
+$3.42M
3
+$2.32M
4
COST icon
Costco
COST
+$2.28M
5
ZBH icon
Zimmer Biomet
ZBH
+$1.6M

Top Sells

1
+$2.89M
2
+$2.4M
3
+$1.84M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.71M
5
EW icon
Edwards Lifesciences
EW
+$1.26M

Sector Composition

1 Healthcare 17.06%
2 Consumer Discretionary 16.51%
3 Industrials 15.32%
4 Financials 14.77%
5 Technology 11.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-3,771
127
– –
-2,130
128
– –
-3,156
129
– –
-1,439
130
– –
-1,485
131
– –
-4,000
2 3 4 5
6