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
$798M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$34.5M
2
+$32.1M
3
+$31.9M
4
JNJ icon
Johnson & Johnson
JNJ
+$30.6M
5
GNTX icon
Gentex
GNTX
+$28.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.7%
2 Healthcare 15.42%
3 Industrials 14.07%
4 Financials 13.69%
5 Consumer Discretionary 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$34.5M 4.32%
+863,565
2
$32.1M 4.02%
+1,282,672
3
$31.9M 4%
+545,980
4
$30.6M 3.84%
+356,423
5
$28.2M 3.53%
+2,444,946
6
$26.7M 3.35%
+1,223,352
7
$26.6M 3.34%
+645,275
8
$26.2M 3.28%
+365,477
9
$25.5M 3.2%
+299,391
10
$25.4M 3.19%
+228,630
11
$23.8M 2.98%
+389,797
12
$21.6M 2.71%
+626,668
13
$19.2M 2.41%
+171,710
14
$19.1M 2.4%
+622,357
15
$19.1M 2.39%
+210,915
16
$18.6M 2.34%
+1,664,814
17
$17.3M 2.17%
+431,789
18
$17.3M 2.16%
+199,623
19
$16.9M 2.12%
+450,171
20
$16.5M 2.07%
+753,173
21
$15.1M 1.89%
+1,085,900
22
$14.6M 1.83%
+249,371
23
$14.2M 1.77%
+93,555
24
$13.8M 1.73%
+75,652
25
$13.1M 1.64%
+228,718
1
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