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
$1.37B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$23.1M
2
+$5.15M
3
+$2.51M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.57M
5
LH icon
Labcorp
LH
+$1.32M

Top Sells

1
+$12.2M
2
+$10.5M
3
+$8.38M
4
GNTX icon
Gentex
GNTX
+$2.19M
5
CELG
Celgene Corp
CELG
+$2.11M

Sector Composition

1 Consumer Discretionary 16.59%
2 Industrials 14.83%
3 Financials 14.6%
4 Healthcare 14.31%
5 Technology 13.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$381K 0.03%
+1,950
127
$367K 0.03%
1,028
128
$358K 0.03%
3,300
129
$356K 0.03%
+2,664
130
$345K 0.03%
+10,533
131
$331K 0.02%
2,595
+150
132
$308K 0.02%
10,332
133
$301K 0.02%
+4,699
134
$268K 0.02%
+5,150
135
$263K 0.02%
2,472
136
$249K 0.02%
+1,864
137
$247K 0.02%
+3,350
138
$246K 0.02%
1,525
139
$246K 0.02%
6,666
140
$244K 0.02%
+2,485
141
$244K 0.02%
+2,670
142
$244K 0.02%
3,420
143
$227K 0.02%
618
144
$226K 0.02%
1,012
145
$226K 0.02%
1,273
146
$222K 0.02%
1,075
147
$220K 0.02%
4,620
148
$220K 0.02%
4,000
149
$211K 0.02%
+3,650
150
$201K 0.01%
+4,300
3 4 5
6
7