BHIA
Birch Hill Investment Advisors Portfolio holdings
AUM
$2.25B
This Quarter Return
+7.09%
1 Year Return
+18.28%
3 Year Return
+75.71%
5 Year Return
+132.45%
10 Year Return
+333.01%
AUM
$1.86B
AUM Growth
+$1.86B
(+6%)
Cap. Flow
-$4.08M
Cap. Flow
% of AUM
-0.22%
Top 10 Holdings %
Top 10 Hldgs %
39.7%
Holding
165
New
8
Increased
34
Reduced
62
Closed
3
Top Buys
| 1 |
Vertex Pharmaceuticals
VRTX
|
$7.94M |
| 2 |
Uber
UBER
|
$5.08M |
| 3 |
Masco
MAS
|
$4.36M |
| 4 |
Organon & Co
OGN
|
$2.15M |
| 5 |
Fiserv
FI
|
$937K |
Top Sells
| 1 |
Donaldson
DCI
|
$3.38M |
| 2 |
Johnson & Johnson
JNJ
|
$2.97M |
| 3 |
Labcorp
LH
|
$2.72M |
| 4 |
Procter & Gamble
PG
|
$2.46M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$2.04M |
Sector Composition
| 1 | Financials | 17.22% |
| 2 | Technology | 17.18% |
| 3 | Healthcare | 15.57% |
| 4 | Consumer Discretionary | 11.65% |
| 5 | Consumer Staples | 9.96% |
