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
$955M
AUM Growth
+$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$9.9M
2
+$2.12M
3
+$1.69M
4
SNY icon
Sanofi
SNY
+$981K
5
AMZN icon
Amazon
AMZN
+$911K

Top Sells

1
+$5.99M
2
+$1.82M
3
+$1.51M
4
TMO icon
Thermo Fisher Scientific
TMO
+$1.23M
5
ORCL icon
Oracle
ORCL
+$1.15M

Sector Composition

1 Technology 16.27%
2 Financials 15.94%
3 Healthcare 14.25%
4 Industrials 12.9%
5 Consumer Discretionary 11.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$41.3M 4.32%
350,179
-8,948
2
$40.2M 4.21%
776,289
-35,029
3
$38.3M 4.01%
1,270,262
-12,802
4
$35.1M 3.67%
335,235
-1,136
5
$35M 3.67%
2,409,350
-11,610
6
$33.5M 3.51%
301,101
-2,967
7
$32.3M 3.38%
1,215,466
-4,796
8
$31.8M 3.33%
604,644
-19,575
9
$29.3M 3.07%
354,960
+20,425
10
$28.5M 2.98%
359,565
-11,315
11
$27.8M 2.91%
323,652
-2,524
12
$27.2M 2.85%
643,449
+50,194
13
$25.2M 2.63%
199,802
-12,001
14
$24.5M 2.56%
587,277
-25,783
15
$23.4M 2.45%
577,255
-28,277
16
$23.4M 2.45%
807,451
+76
17
$21.5M 2.25%
1,320,960
+56,100
18
$21M 2.2%
204,727
+4,788
19
$18.7M 1.96%
477,014
+8,975
20
$18.7M 1.95%
256,848
+2,123
21
$17.2M 1.8%
1,202,856
-15,486
22
$17.2M 1.8%
253,385
+1,630
23
$16.6M 1.74%
99,288
+285
24
$16.6M 1.73%
164,552
-6,317
25
$15.6M 1.63%
228,911
+1,008
1
2 3 4 5