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
$1.35B
AUM Growth
+$41.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$1.33M
3
+$1.32M
4
MRK icon
Merck
MRK
+$821K
5
SLB icon
SLB Ltd
SLB
+$805K

Top Sells

1
+$4.41M
2
+$2.21M
3
+$1.22M
4
EBAY icon
eBay
EBAY
+$793K
5
GE icon
GE Aerospace
GE
+$786K

Sector Composition

1 Consumer Discretionary 15.19%
2 Financials 14.84%
3 Healthcare 14.5%
4 Technology 13.99%
5 Industrials 11.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$290K 0.02%
1,012
127
$278K 0.02%
2,250
128
$278K 0.02%
5,085
129
$276K 0.02%
6,666
130
$264K 0.02%
2,283
131
$262K 0.02%
1,273
132
$253K 0.02%
1,550
133
$242K 0.02%
2,485
134
$238K 0.02%
4,800
135
$230K 0.02%
1,813
136
$217K 0.02%
613
137
$213K 0.02%
+1,225
138
$209K 0.02%
1,600
139
$202K 0.01%
3,620
-380
140
$142K 0.01%
3,667
141
$56K ﹤0.01%
+960
142
– –
-2,548
143
– –
-1,556
144
– –
-2,082
145
– –
-2,800
2 3 4 5
6