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
$1.1B
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$7.16M
2
+$3.29M
3
+$2.39M
4
EBAY icon
eBay
EBAY
+$2.33M
5
ZBH icon
Zimmer Biomet
ZBH
+$1.49M

Top Sells

1
+$2.93M
2
+$2.63M
3
+$1.76M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.7M
5
EW icon
Edwards Lifesciences
EW
+$1.22M

Sector Composition

1 Healthcare 17.06%
2 Consumer Discretionary 16.51%
3 Industrials 15.32%
4 Financials 14.77%
5 Technology 11.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$50M 4.54%
1,378,727
-29,639
2
$49.6M 4.5%
2,518,776
-632
3
$45.1M 4.1%
1,203,100
+10,780
4
$42.9M 3.9%
808,180
+2,008
5
$42.3M 3.85%
626,358
+2,685
6
$38.5M 3.5%
332,652
-1,161
7
$37.6M 3.42%
605,227
+12,990
8
$36.7M 3.33%
976,586
-2,920
9
$34.9M 3.17%
297,724
+1,265
10
$30.8M 2.8%
732,461
-12,928
11
$30.7M 2.79%
365,567
-7,026
12
$30.5M 2.77%
542,922
-6,607
13
$30.5M 2.77%
882,202
+6,518
14
$30.2M 2.75%
301,715
+14,911
15
$30.2M 2.74%
761,760
+10,480
16
$29.4M 2.67%
254,867
-14,780
17
$25.4M 2.31%
109,516
-937
18
$25.3M 2.3%
220,563
-1,798
19
$24.5M 2.23%
153,077
+14,932
20
$22.9M 2.08%
791,868
-17,140
21
$22.9M 2.08%
262,114
+3,130
22
$20.9M 1.9%
670,689
-39,021
23
$20.4M 1.85%
134,597
-4,025
24
$20.3M 1.84%
13,851
+729
25
$19.4M 1.76%
654,123
+78,633
1
2 3 4 5