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
$2.02B
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$8.63M
3
+$2.5M
4
INTC icon
Intel
INTC
+$1.85M
5
UBER icon
Uber
UBER
+$1.41M

Top Sells

1
+$26.6M
2
+$5.21M
3
+$3.29M
4
NTR icon
Nutrien
NTR
+$3.29M
5
MMC icon
Marsh & McLennan
MMC
+$2.38M

Sector Composition

1 Technology 17.77%
2 Financials 17%
3 Healthcare 16.16%
4 Consumer Discretionary 11.36%
5 Consumer Staples 10.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$275K 0.01%
1,250
-140
152
$275K 0.01%
531
153
$273K 0.01%
2,000
154
$272K 0.01%
1,800
155
$267K 0.01%
2,585
-100
156
$265K 0.01%
2,698
+460
157
$261K 0.01%
519
158
$259K 0.01%
6,100
-7,000
159
$257K 0.01%
6,846
160
$252K 0.01%
+976
161
$241K 0.01%
910
162
$234K 0.01%
3,480
163
$233K 0.01%
+2,397
164
$228K 0.01%
4,805
165
$224K 0.01%
600
166
$217K 0.01%
1,234
167
$216K 0.01%
3,883
168
$216K 0.01%
+1,320
169
$211K 0.01%
+3,200
170
$200K 0.01%
4,150
171
– –
-1
172
– –
-960
3 4 5 6
7