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
$1.21B
AUM Growth
+$59.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$8.63M
2
+$2.55M
3
+$1.24M
4
MRK icon
Merck
MRK
+$1.22M
5
TJX icon
TJX Companies
TJX
+$1.1M

Top Sells

1
+$1.79M
2
+$1.61M
3
+$1.5M
4
EW icon
Edwards Lifesciences
EW
+$1.34M
5
SLB icon
SLB Ltd
SLB
+$1.05M

Sector Composition

1 Financials 17.03%
2 Healthcare 16.28%
3 Consumer Discretionary 16.22%
4 Industrials 14.17%
5 Technology 11.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$50.1M 4.14%
1,297,857
-38,825
2
$49.6M 4.1%
848,860
-8,280
3
$49.3M 4.08%
576,108
-10,065
4
$49.2M 4.07%
604,866
-4,280
5
$48.6M 4.02%
741,132
-10,200
6
$45.8M 3.79%
2,186,780
-5,605
7
$41.1M 3.4%
781,020
-9,300
8
$38.4M 3.18%
286,474
-970
9
$38.2M 3.16%
781,265
+2,725
10
$36.4M 3.01%
677,483
+22,705
11
$36M 2.98%
941,652
+28,730
12
$35.8M 2.96%
305,783
+2,168
13
$34.3M 2.83%
855,226
-7,175
14
$33.1M 2.73%
316,776
-3,021
15
$32.9M 2.72%
176,947
+55
16
$31.3M 2.59%
1,059,820
+11,545
17
$29.6M 2.45%
212,205
-1,515
18
$28.7M 2.37%
677,648
-42,212
19
$26.3M 2.18%
15,152
+712
20
$25.1M 2.07%
210,474
-740
21
$24.7M 2.04%
654,020
+21,280
22
$22.3M 1.84%
223,935
-685
23
$22.1M 1.83%
589,134
-35,559
24
$21.1M 1.74%
258,750
-3,940
25
$20.1M 1.66%
239,963
+103,142
1
2 3 4 5