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
-$2.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$12.4M
3
+$5.16M
4
ECL icon
Ecolab
ECL
+$1.22M
5
BAC icon
Bank of America
BAC
+$1.21M

Top Sells

1
+$13.7M
2
+$9.65M
3
+$5.69M
4
EBAY icon
eBay
EBAY
+$3.89M
5
AMZN icon
Amazon
AMZN
+$2.54M

Sector Composition

1 Consumer Discretionary 17.82%
2 Financials 16.22%
3 Healthcare 15.41%
4 Technology 13.83%
5 Industrials 13.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$58.9M 4.88%
813,800
-35,060
2
$52.4M 4.34%
735,302
-5,830
3
$50.7M 4.2%
555,189
-20,919
4
$50M 4.15%
605,866
+1,000
5
$48.8M 4.04%
2,120,334
-66,446
6
$43.1M 3.57%
1,286,885
-10,972
7
$40.5M 3.35%
295,344
+8,870
8
$39.1M 3.24%
753,780
-27,240
9
$38.8M 3.22%
952,192
+10,540
10
$35.8M 2.97%
795,378
+14,113
11
$35.5M 2.94%
683,740
+6,257
12
$33.5M 2.77%
177,716
+769
13
$33M 2.73%
1,100,145
+40,325
14
$32.8M 2.72%
309,757
+3,974
15
$32.4M 2.68%
15,574
+422
16
$29.5M 2.45%
703,888
+26,240
17
$29M 2.41%
850,085
-5,141
18
$28.2M 2.33%
219,732
+7,527
19
$26M 2.16%
559,719
-29,415
20
$22.6M 1.87%
253,036
-63,740
21
$22.4M 1.86%
557,238
-96,782
22
$22.2M 1.84%
212,180
+1,706
23
$20.9M 1.74%
257,335
-1,415
24
$20.4M 1.69%
212,425
-11,510
25
$19M 1.57%
239,348
+3,818
1
2 3 4 5