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
$1.08B
AUM Growth
+$59.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$11M
3
+$5.04M
4
LH icon
Labcorp
LH
+$5M
5
SHPG
Shire pic
SHPG
+$2.51M

Top Sells

1
+$10.8M
2
+$8.25M
3
+$5.35M
4
JNJ icon
Johnson & Johnson
JNJ
+$4.2M
5
CL icon
Colgate-Palmolive
CL
+$1.53M

Sector Composition

1 Healthcare 18.91%
2 Consumer Discretionary 16.62%
3 Industrials 14.49%
4 Financials 13.18%
5 Technology 10.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$49.9M 4.63%
1,192,320
+7,380
2
$44.2M 4.11%
2,519,408
+2,540
3
$41.9M 3.89%
623,673
-1,440
4
$40.1M 3.72%
806,172
-20,266
5
$39.4M 3.66%
1,408,366
+54,735
6
$36.6M 3.4%
979,506
-4,678
7
$36.2M 3.36%
286,804
+119
8
$36.1M 3.35%
296,459
-483
9
$34.9M 3.24%
333,813
+2,394
10
$34.1M 3.17%
592,237
+9,803
11
$32.7M 3.04%
549,529
+1,113
12
$31.9M 2.96%
269,647
-35,551
13
$30.2M 2.8%
751,280
+1,600
14
$29.3M 2.72%
372,593
-11,433
15
$29M 2.7%
875,684
+12,392
16
$28.5M 2.65%
709,710
-26,595
17
$27.8M 2.58%
745,389
+22,434
18
$24.8M 2.31%
110,453
+22,395
19
$24.3M 2.26%
222,361
-2,140
20
$22.9M 2.12%
809,008
-3,236
21
$21.1M 1.96%
138,145
+10,057
22
$19.7M 1.83%
138,622
-7,574
23
$19.3M 1.79%
13,122
+12,495
24
$18.9M 1.76%
575,490
+28,900
25
$18.6M 1.73%
258,984
-74,487
1
2 3 4 5