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
$936M
AUM Growth
+$90.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$7.48M
3
+$5.97M
4
CAM
CAMERON INTERNATIONAL CORPORATION
CAM
+$4.87M
5
EBAY icon
eBay
EBAY
+$4.18M

Top Sells

1
+$5.74M
2
+$4.15M
3
+$3.68M
4
EXPD icon
Expeditors International
EXPD
+$3.67M
5
EW icon
Edwards Lifesciences
EW
+$3.64M

Sector Composition

1 Technology 15.89%
2 Financials 15.38%
3 Healthcare 14.25%
4 Industrials 13.65%
5 Consumer Discretionary 13.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$40.1M 4.29%
830,003
-29,630
2
$39.6M 4.24%
1,244,102
-34,560
3
$38.9M 4.16%
2,361,610
-49,920
4
$37.5M 4%
443,496
-67,906
5
$35.8M 3.82%
1,212,424
-9,788
6
$32.4M 3.46%
359,559
-6,615
7
$31M 3.32%
338,956
-6,419
8
$30M 3.2%
223,244
-3,671
9
$29.6M 3.16%
283,653
-10,811
10
$28.8M 3.08%
634,799
-1,411
11
$27.5M 2.94%
370,498
-440
12
$23.9M 2.56%
1,200,180
+19,020
13
$23.4M 2.5%
624,466
-2,279
14
$23.4M 2.5%
610,577
-6,550
15
$22.5M 2.41%
807,817
+3,534
16
$20.4M 2.18%
194,154
-3,805
17
$19.7M 2.1%
453,040
+172,035
18
$18.9M 2.02%
159,460
-9,475
19
$18.7M 2%
184,652
-10,707
20
$17.9M 1.92%
250,468
+1,899
21
$17.5M 1.87%
98,878
+3,888
22
$17.4M 1.86%
461,668
-4,832
23
$16.3M 1.75%
395,399
-21,634
24
$15.4M 1.64%
665,731
+180,801
25
$14.9M 1.59%
+194,030
1
2 3 4 5