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
$1.02B
AUM Growth
+$66.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$8.1M
3
+$7.34M
4
CMCSA icon
Comcast
CMCSA
+$6.53M
5
SLB icon
SLB Ltd
SLB
+$5.66M

Top Sells

1
+$10.3M
2
+$5.96M
3
+$3.51M
4
SYY icon
Sysco
SYY
+$3.25M
5
EMC
EMC CORPORATION
EMC
+$3.17M

Sector Composition

1 Healthcare 18.66%
2 Industrials 14.34%
3 Consumer Discretionary 13.97%
4 Financials 13.77%
5 Technology 12.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$44.9M 4.42%
826,438
-16,576
2
$42.8M 4.21%
625,113
+9,538
3
$42.4M 4.17%
1,184,940
+12,260
4
$38.9M 3.82%
2,516,868
+61,235
5
$38M 3.73%
984,184
+6,808
6
$37M 3.64%
305,198
-2,653
7
$35.2M 3.46%
296,942
-135
8
$34.2M 3.36%
1,353,631
+90,132
9
$33.5M 3.29%
286,685
+6,192
10
$32.7M 3.21%
331,419
+31,927
11
$30.4M 2.98%
384,026
+71,553
12
$30.1M 2.96%
548,416
+15,361
13
$29.8M 2.93%
582,434
+26,811
14
$28.1M 2.77%
863,292
+200,220
15
$26.4M 2.59%
749,680
+13,020
16
$24.8M 2.44%
722,955
+213,685
17
$24.5M 2.41%
736,305
-105,573
18
$24.2M 2.38%
224,501
+3,135
19
$22.1M 2.17%
146,196
+3,063
20
$21.2M 2.08%
333,471
-3,230
21
$20.1M 1.98%
128,088
+23,903
22
$20M 1.97%
88,058
+35,652
23
$19.4M 1.91%
812,244
+158,256
24
$18.8M 1.85%
398,017
+5,356
25
$18M 1.77%
278,561
+2,272
1
2 3 4 5