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
-$2.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$13.2M
3
+$5.58M
4
BAC icon
Bank of America
BAC
+$1.27M
5
ECL icon
Ecolab
ECL
+$1.19M

Top Sells

1
+$13.7M
2
+$10.9M
3
+$6.12M
4
EBAY icon
eBay
EBAY
+$4.01M
5
AMZN icon
Amazon
AMZN
+$2.51M

Sector Composition

1 Consumer Discretionary 17.82%
2 Financials 16.22%
3 Healthcare 15.41%
4 Technology 13.83%
5 Industrials 13.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$267K 0.02%
3,126
127
$257K 0.02%
+9,400
128
$255K 0.02%
+1,868
129
$236K 0.02%
1,028
-206
130
$232K 0.02%
+1,075
131
$231K 0.02%
2,472
132
$227K 0.02%
1,864
133
$227K 0.02%
6,666
134
$219K 0.02%
3,420
135
$216K 0.02%
1,525
-20
136
$211K 0.02%
618
-10
137
$208K 0.02%
+4,006
138
$205K 0.02%
1,273
-100
139
$203K 0.02%
3,940
140
$202K 0.02%
+1,012
141
$185K 0.02%
10,000
-750
142
– –
-4,820
143
– –
-5,000
144
– –
-3,800
145
– –
-3,600
146
– –
-661,278
2 3 4 5
6