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
$916M
AUM Growth
-$58.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$10.6M
3
+$8.53M
4
PYPL icon
PayPal
PYPL
+$7.83M
5
SYF icon
Synchrony
SYF
+$2.67M

Top Sells

1
+$11M
2
+$10.1M
3
+$9.63M
4
SYY icon
Sysco
SYY
+$7.55M
5
EV
Eaton Vance Corp.
EV
+$7.27M

Sector Composition

1 Healthcare 16.85%
2 Financials 16.36%
3 Consumer Discretionary 13.85%
4 Technology 13.45%
5 Industrials 13.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$46.6M 5.09%
1,076,578
-59,498
2
$38.8M 4.23%
1,085,778
-59,210
3
$37.8M 4.13%
2,440,165
+69,425
4
$37.7M 4.12%
1,202,680
+14,760
5
$34.7M 3.79%
1,355,240
-23,760
6
$33.1M 3.62%
301,832
-4,742
7
$31.9M 3.48%
610,985
+2,325
8
$31.8M 3.47%
294,152
+4,275
9
$29.5M 3.22%
315,608
+525
10
$29.3M 3.2%
936,297
+85,277
11
$28.3M 3.09%
600,156
+224,128
12
$26.1M 2.85%
359,532
-6,210
13
$25.2M 2.75%
276,409
+195,550
14
$25M 2.73%
564,626
+24,139
15
$24.4M 2.66%
353,254
-4,843
16
$23M 2.51%
820,257
+90,172
17
$22.8M 2.49%
962,778
-57,906
18
$22.7M 2.48%
188,033
-1,344
19
$22M 2.4%
222,696
+4,745
20
$20.6M 2.25%
401,441
-958
21
$15.9M 1.74%
110,115
-2,170
22
$15.7M 1.72%
570,748
+95,440
23
$15.3M 1.67%
273,135
+2,368
24
$13.4M 1.46%
554,808
+40,035
25
$12.6M 1.38%
198,933
+4,920
1
2 3 4 5