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
$1.51B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$5.12M
3
+$4.95M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.22M
5
AMZN icon
Amazon
AMZN
+$3.05M

Top Sells

1
+$9.29M
2
+$4.43M
3
+$4M
4
FISV
Fiserv Inc
FISV
+$1.52M
5
SYF icon
Synchrony
SYF
+$1.48M

Sector Composition

1 Financials 16.6%
2 Healthcare 15.33%
3 Technology 15.23%
4 Consumer Discretionary 14.22%
5 Industrials 11.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$298K 0.02%
3,500
127
$282K 0.02%
874
128
$282K 0.02%
2,485
129
$280K 0.02%
2,250
130
$272K 0.02%
1,012
131
$269K 0.02%
1,225
132
$264K 0.02%
4,485
-400
133
$259K 0.02%
4,042
-166
134
$256K 0.02%
5,213
-1,700
135
$247K 0.02%
1,813
136
$240K 0.02%
+4,800
137
$227K 0.02%
1,600
138
$227K 0.02%
+1,800
139
$220K 0.01%
+4,200
140
$219K 0.01%
583
-30
141
$217K 0.01%
+2,548
142
$212K 0.01%
+2,400
143
$211K 0.01%
1,477
144
$209K 0.01%
+3,829
145
$204K 0.01%
973
146
$203K 0.01%
2,200
147
$135K 0.01%
3,667
148
$114K 0.01%
+37,808
149
$55K ﹤0.01%
960
150
– –
-3,732
3 4 5
6
7