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
$1.57B
AUM Growth
+$87.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$8.79M
2
+$4.4M
3
+$2.97M
4
ROK icon
Rockwell Automation
ROK
+$1.28M
5
ECL icon
Ecolab
ECL
+$1.06M

Top Sells

1
+$8.08M
2
+$7.45M
3
+$6.02M
4
GNTX icon
Gentex
GNTX
+$4.43M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.78M

Sector Composition

1 Financials 18.3%
2 Healthcare 18.28%
3 Technology 17.5%
4 Consumer Staples 11.18%
5 Industrials 10.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$370K 0.02%
6,500
127
$365K 0.02%
5,916
-250
128
$363K 0.02%
1,474
129
$343K 0.02%
7,000
130
$334K 0.02%
630
+111
131
$333K 0.02%
1,440
132
$319K 0.02%
2,881
+281
133
$302K 0.02%
1,581
-235
134
$292K 0.02%
3,480
135
$264K 0.02%
2,400
136
$264K 0.02%
5,240
137
$260K 0.02%
4,550
138
$260K 0.02%
+1,800
139
$247K 0.02%
2,637
+240
140
$247K 0.02%
5,400
141
$236K 0.02%
11,866
142
$235K 0.02%
531
143
$234K 0.02%
7,136
144
$231K 0.01%
2,000
145
$223K 0.01%
1,250
146
$217K 0.01%
1,600
147
$215K 0.01%
+770
148
$212K 0.01%
+6,846
149
$209K 0.01%
+1,007
150
$206K 0.01%
+600
3 4 5
6
7