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
$1.86B
AUM Growth
-$1.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$3.05M
2
+$1.62M
3
+$1.58M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.32M
5
UBER icon
Uber
UBER
+$1.18M

Top Sells

1
+$2.44M
2
+$2.15M
3
+$2.13M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.95M
5
MMC icon
Marsh & McLennan
MMC
+$1.38M

Sector Composition

1 Technology 17.52%
2 Financials 17.49%
3 Healthcare 15.46%
4 Consumer Discretionary 11.49%
5 Communication Services 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$455K 0.02%
4,800
127
$423K 0.02%
2,577
128
$414K 0.02%
20,000
129
$411K 0.02%
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130
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132
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133
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134
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136
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137
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138
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146
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147
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148
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149
$275K 0.01%
4,700
150
$273K 0.01%
770
3 4 5
6
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