BHIA
Birch Hill Investment Advisors Portfolio holdings
AUM
$2.25B
This Quarter Return
+4.38%
1 Year Return
+18.28%
3 Year Return
+75.71%
5 Year Return
+132.45%
10 Year Return
+333.01%
AUM
$1.39B
AUM Growth
+$1.39B
(+2.4%)
Cap. Flow
-$19.4M
Cap. Flow
% of AUM
-1.4%
Top 10 Holdings %
Top 10 Hldgs %
39.52%
Holding
145
New
4
Increased
28
Reduced
75
Closed
1
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$44.2M |
| 2 |
Merck
MRK
|
$2.03M |
| 3 |
CVS Health
CVS
|
$1.31M |
| 4 |
Bank of America
BAC
|
$1.23M |
| 5 |
Johnson & Johnson
JNJ
|
$719K |
Top Sells
| 1 |
Synchrony
SYF
|
$23.3M |
| 2 |
Schlumberger
SLB
|
$14.2M |
| 3 |
Donaldson
DCI
|
$6.08M |
| 4 |
eBay
EBAY
|
$4.29M |
| 5 |
Costco
COST
|
$2.4M |
Sector Composition
| 1 | Financials | 15.82% |
| 2 | Healthcare | 14.98% |
| 3 | Consumer Discretionary | 14.69% |
| 4 | Technology | 14.58% |
| 5 | Industrials | 11.32% |
