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
$1.15B
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$6.98M
2
+$1.86M
3
+$1.64M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$936K
5
BAC icon
Bank of America
BAC
+$732K

Top Sells

1
+$3.88M
2
+$2.27M
3
+$1.79M
4
SLB icon
SLB Ltd
SLB
+$833K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$798K

Sector Composition

1 Healthcare 18.12%
2 Financials 16.43%
3 Consumer Discretionary 15.83%
4 Industrials 13.64%
5 Technology 11.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$205K 0.02%
+628
127
– –
-3,800
128
– –
-3,651
129
– –
-7,831
2 3 4 5
6