BHIA
Birch Hill Investment Advisors Portfolio holdings
AUM
$2.25B
This Quarter Return
+4.14%
1 Year Return
+18.28%
3 Year Return
+75.71%
5 Year Return
+132.45%
10 Year Return
+333.01%
AUM
$1.26B
AUM Growth
+$1.26B
(+4.3%)
Cap. Flow
+$9.15M
Cap. Flow
% of AUM
0.73%
Top 10 Holdings %
Top 10 Hldgs %
38.43%
Holding
146
New
5
Increased
58
Reduced
54
Closed
4
Top Buys
| 1 |
CDK
CDK Global, Inc.
CDK
|
$12.6M |
| 2 |
Intel
INTC
|
$2.79M |
| 3 |
Trane Technologies
TT
|
$2.42M |
| 4 |
Union Pacific
UNP
|
$2.07M |
| 5 |
Comcast
CMCSA
|
$1.46M |
Top Sells
| 1 |
CELG
Celgene Corp
CELG
|
$11.7M |
| 2 |
SHPG
Shire pic
SHPG
|
$6.62M |
| 3 |
Amazon
AMZN
|
$2.52M |
| 4 |
Gentex
GNTX
|
$1.41M |
| 5 |
Microsoft
MSFT
|
$1.1M |
Sector Composition
| 1 | Consumer Discretionary | 17.87% |
| 2 | Financials | 15.4% |
| 3 | Industrials | 14.58% |
| 4 | Technology | 14.19% |
| 5 | Healthcare | 13.97% |
