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
$1.1B
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$7.16M
2
+$3.29M
3
+$2.39M
4
EBAY icon
eBay
EBAY
+$2.33M
5
ZBH icon
Zimmer Biomet
ZBH
+$1.49M

Top Sells

1
+$2.93M
2
+$2.63M
3
+$1.76M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.7M
5
EW icon
Edwards Lifesciences
EW
+$1.22M

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