BHIA
Birch Hill Investment Advisors Portfolio holdings
AUM
$2.25B
This Quarter Return
-11.71%
1 Year Return
+18.28%
3 Year Return
+75.71%
5 Year Return
+132.45%
10 Year Return
+333.01%
AUM
$1.6B
AUM Growth
+$1.6B
(-14%)
Cap. Flow
+$26.2M
Cap. Flow
% of AUM
1.63%
Top 10 Holdings %
Top 10 Hldgs %
40.17%
Holding
163
New
2
Increased
28
Reduced
75
Closed
12
Top Buys
| 1 |
Amazon
AMZN
|
$60.1M |
| 2 |
Rockwell Automation
ROK
|
$28.7M |
| 3 |
Amphenol
APH
|
$5.19M |
| 4 |
IBM
IBM
|
$3.02M |
| 5 |
Watts Water Technologies
WTS
|
$1.95M |
Top Sells
| 1 |
Procter & Gamble
PG
|
$15.2M |
| 2 |
CDK
CDK Global, Inc.
CDK
|
$10.6M |
| 3 |
Intel
INTC
|
$6.4M |
| 4 |
Nutrien
NTR
|
$5.4M |
| 5 |
Vertex Pharmaceuticals
VRTX
|
$4.75M |
Sector Composition
| 1 | Technology | 18.72% |
| 2 | Healthcare | 18.36% |
| 3 | Financials | 17.09% |
| 4 | Industrials | 11.08% |
| 5 | Consumer Discretionary | 10.23% |
