BHIA
Birch Hill Investment Advisors Portfolio holdings
AUM
$2.25B
This Quarter Return
-12.73%
1 Year Return
+18.28%
3 Year Return
+75.71%
5 Year Return
+132.45%
10 Year Return
+333.01%
AUM
$1.15B
AUM Growth
+$1.15B
(-16%)
Cap. Flow
-$5.36M
Cap. Flow
% of AUM
-0.47%
Top 10 Holdings %
Top 10 Hldgs %
38.87%
Holding
152
New
2
Increased
37
Reduced
63
Closed
16
Top Buys
| 1 |
TJX Companies
TJX
|
$19.6M |
| 2 |
Mondelez International
MDLZ
|
$7.87M |
| 3 |
Colgate-Palmolive
CL
|
$5.14M |
| 4 |
CVS Health
CVS
|
$1.09M |
| 5 |
Broadcom
AVGO
|
$1.05M |
Top Sells
| 1 |
GE Aerospace
GE
|
$6.31M |
| 2 |
Costco
COST
|
$5.4M |
| 3 |
SHPG
Shire pic
SHPG
|
$5.14M |
| 4 |
Synchrony
SYF
|
$3.54M |
| 5 |
Amazon
AMZN
|
$2.24M |
Sector Composition
| 1 | Consumer Discretionary | 15.77% |
| 2 | Healthcare | 14.87% |
| 3 | Financials | 14.52% |
| 4 | Technology | 13.9% |
| 5 | Industrials | 12.64% |
