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
$846M
AUM Growth
+$47.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$5.72M
3
+$1.49M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.12M
5
AAPL icon
Apple
AAPL
+$1.09M

Top Sells

1
+$3.42M
2
+$3.29M
3
+$2.92M
4
CELG
Celgene Corp
CELG
+$2.66M
5
IBM icon
IBM
IBM
+$2.51M

Sector Composition

1 Technology 15.5%
2 Healthcare 15.44%
3 Financials 14.05%
4 Industrials 13.71%
5 Consumer Discretionary 12.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$39.4M 4.66%
511,402
-34,578
2
$37.4M 4.43%
859,633
-3,932
3
$36.1M 4.26%
1,278,662
-4,010
4
$32.4M 3.83%
366,174
+697
5
$30.9M 3.65%
1,222,212
-1,140
6
$30.9M 3.65%
2,411,530
-33,416
7
$29.9M 3.54%
345,375
-11,048
8
$29.1M 3.44%
294,464
-4,927
9
$26.3M 3.11%
636,210
-9,065
10
$26M 3.07%
226,915
-1,715
11
$25M 2.95%
370,938
-18,859
12
$20.9M 2.47%
626,745
+77
13
$20.5M 2.42%
617,127
-5,230
14
$19.5M 2.31%
1,683,282
+18,468
15
$19.2M 2.27%
168,935
-2,775
16
$18.5M 2.18%
1,181,160
+95,260
17
$18.1M 2.14%
197,959
-1,664
18
$17.5M 2.08%
804,283
+51,110
19
$16.9M 1.99%
248,569
-802
20
$16.8M 1.99%
195,359
-15,556
21
$16.6M 1.97%
466,500
+16,329
22
$15.8M 1.87%
417,033
-14,756
23
$15M 1.78%
94,990
+1,435
24
$13.4M 1.58%
225,868
-2,850
25
$12.2M 1.44%
235,603
+110,656
1
2 3 4 5