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
$1.48B
AUM Growth
-$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$1.82M
3
+$519K
4
LH icon
Labcorp
LH
+$508K
5
APH icon
Amphenol
APH
+$315K

Top Sells

1
+$18.6M
2
+$7.71M
3
+$4.82M
4
CVS icon
CVS Health
CVS
+$4.78M
5
PG icon
Procter & Gamble
PG
+$4.25M

Sector Composition

1 Healthcare 18.17%
2 Technology 18%
3 Financials 17.47%
4 Consumer Discretionary 10.98%
5 Consumer Staples 10.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-1,800
152
– –
-14,600
153
– –
-339,251
154
– –
-550
3 4 5 6
7