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
-$1.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$3.05M
2
+$1.62M
3
+$1.58M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.32M
5
UBER icon
Uber
UBER
+$1.18M

Top Sells

1
+$2.44M
2
+$2.15M
3
+$2.13M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.95M
5
MMC icon
Marsh & McLennan
MMC
+$1.38M

Sector Composition

1 Technology 17.52%
2 Financials 17.49%
3 Healthcare 15.46%
4 Consumer Discretionary 11.49%
5 Communication Services 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$270K 0.01%
1,151
152
$268K 0.01%
1,390
153
$262K 0.01%
1,800
154
$255K 0.01%
531
155
$250K 0.01%
960
-25
156
$233K 0.01%
900
157
$225K 0.01%
2,000
158
$220K 0.01%
910
159
$219K 0.01%
4,805
+5
160
$218K 0.01%
2,238
161
$215K 0.01%
3,883
162
$214K 0.01%
600
163
$208K 0.01%
3,480
164
$207K 0.01%
+1,234
165
$204K 0.01%
6,846
166
$204K 0.01%
+4,150
167
$203K 0.01%
519
168
– –
-7,325
3 4 5 6
7