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
$1.21B
AUM Growth
+$59.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$9.85M
2
+$2.43M
3
+$1.29M
4
MRK icon
Merck
MRK
+$1.26M
5
TJX icon
TJX Companies
TJX
+$1.04M

Top Sells

1
+$1.76M
2
+$1.41M
3
+$1.33M
4
EW icon
Edwards Lifesciences
EW
+$1.31M
5
SLB icon
SLB Ltd
SLB
+$1.01M

Sector Composition

1 Financials 17.03%
2 Healthcare 16.28%
3 Consumer Discretionary 16.22%
4 Industrials 14.17%
5 Technology 11.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$230K 0.02%
+3,600
127
$222K 0.02%
3,420
128
$217K 0.02%
628
129
$217K 0.02%
+1,545
130
$213K 0.02%
+1,373
131
$205K 0.02%
+3,940
132
$204K 0.02%
4,820
133
$203K 0.02%
+10,750
134
– –
-6,003
135
– –
-1,835
2 3 4 5
6