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
$1.61B
AUM Growth
+$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$32.7M
2
+$25.1M
3
+$6.22M
4
ECL icon
Ecolab
ECL
+$2.9M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.31M

Top Sells

1
+$15.7M
2
+$15.6M
3
+$14.4M
4
GNTX icon
Gentex
GNTX
+$6.24M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$4.06M

Sector Composition

1 Technology 20.94%
2 Healthcare 16.01%
3 Financials 15.45%
4 Industrials 11.65%
5 Consumer Staples 11.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$219K 0.01%
478
-53
152
$214K 0.01%
1,600
153
$213K 0.01%
2,121
154
$211K 0.01%
683
+83
155
$210K 0.01%
1,031
-550
156
$208K 0.01%
7,136
157
$206K 0.01%
+970
158
$205K 0.01%
6,846
159
$200K 0.01%
+2,485
3 4 5 6
7