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
$1.86B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$7.94M
2
+$5.08M
3
+$4.36M
4
OGN icon
Organon & Co
OGN
+$2.15M
5
FISV
Fiserv Inc
FISV
+$937K

Top Sells

1
+$4.54M
2
+$3.38M
3
+$2.97M
4
LH icon
Labcorp
LH
+$2.72M
5
PG icon
Procter & Gamble
PG
+$2.46M

Sector Composition

1 Financials 17.22%
2 Technology 17.18%
3 Healthcare 15.57%
4 Consumer Discretionary 11.65%
5 Consumer Staples 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$231K 0.01%
1,053
152
$229K 0.01%
4,800
153
$223K 0.01%
3,883
154
$221K 0.01%
2,095
155
$220K 0.01%
6,846
156
$220K 0.01%
910
157
$215K 0.01%
+2,000
158
$212K 0.01%
3,480
159
$208K 0.01%
+519
160
$207K 0.01%
+600
161
$205K 0.01%
+2,238
162
$204K 0.01%
900
163
– –
-4,150
164
– –
-302,000
165
– –
-2,200
3 4 5 6
7