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
$1.76B
AUM Growth
+$80.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$19.9M
3
+$6.66M
4
CDK
CDK Global, Inc.
CDK
+$3.15M
5
ROK icon
Rockwell Automation
ROK
+$3.05M

Top Sells

1
+$14.5M
2
+$10.1M
3
+$7.59M
4
JNJ icon
Johnson & Johnson
JNJ
+$7.16M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.33M

Sector Composition

1 Technology 17.5%
2 Financials 16.81%
3 Healthcare 15.55%
4 Consumer Discretionary 12%
5 Consumer Staples 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$213K 0.01%
3,480
152
$210K 0.01%
+4,150
153
$207K 0.01%
+7,625
154
$206K 0.01%
2,200
155
$204K 0.01%
910
-345
156
$202K 0.01%
+1,925
157
$200K 0.01%
900
-1,500
158
– –
-3,218
159
– –
-907
3 4 5 6
7