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
$1.61B
AUM Growth
+$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$32.7M
2
+$25.1M
3
+$6.22M
4
ECL icon
Ecolab
ECL
+$2.9M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.31M

Top Sells

1
+$15.7M
2
+$15.6M
3
+$14.4M
4
GNTX icon
Gentex
GNTX
+$6.24M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$4.06M

Sector Composition

1 Technology 20.94%
2 Healthcare 16.01%
3 Financials 15.45%
4 Industrials 11.65%
5 Consumer Staples 11.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$417K 0.03%
2,277
-150
127
$403K 0.03%
2,253
128
$395K 0.02%
5,916
129
$374K 0.02%
6,500
130
$360K 0.02%
8,253
131
$352K 0.02%
+1,695
132
$332K 0.02%
6,800
-200
133
$315K 0.02%
1,240
-200
134
$312K 0.02%
1,474
135
$306K 0.02%
2,400
136
$297K 0.02%
3,480
137
$272K 0.02%
2,600
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138
$265K 0.02%
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-142
139
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140
$245K 0.02%
519
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141
$241K 0.02%
5,400
142
$240K 0.01%
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143
$236K 0.01%
770
144
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145
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146
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2,000
147
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148
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1,250
149
$224K 0.01%
4,550
150
$224K 0.01%
1,134
-100
3 4 5
6
7