BHIA

Birch Hill Investment Advisors Portfolio holdings

AUM $2.39B
1-Year Est. Return 20.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.37B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$5.12M
3
+$2.42M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.57M
5
LH icon
Labcorp
LH
+$1.34M

Top Sells

1
+$11.5M
2
+$10.9M
3
+$8M
4
GNTX icon
Gentex
GNTX
+$2.37M
5
CELG
Celgene Corp
CELG
+$2.08M

Sector Composition

1 Consumer Discretionary 16.59%
2 Industrials 14.83%
3 Financials 14.6%
4 Healthcare 14.31%
5 Technology 13.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-10,000
152
– –
-3,600
153
– –
-4,006
154
– –
-5,690
3 4 5 6
7