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
$1.15B
AUM Growth
-$219M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$5.14M
3
+$1.09M
4
AVGO icon
Broadcom
AVGO
+$1.05M
5
LIN icon
Linde
LIN
+$583K

Top Sells

1
+$6.31M
2
+$5.4M
3
+$5.14M
4
SYF icon
Synchrony
SYF
+$3.54M
5
AMZN icon
Amazon
AMZN
+$2.24M

Sector Composition

1 Consumer Discretionary 15.77%
2 Healthcare 14.87%
3 Financials 14.52%
4 Technology 13.9%
5 Industrials 12.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$52.8M 4.6%
519,831
-8,255
2
$52.3M 4.55%
717,150
-4,506
3
$52.1M 4.54%
708,627
-18,493
4
$47.8M 4.16%
599,068
-8,872
5
$47.5M 4.14%
632,400
-29,820
6
$43.3M 3.77%
293,652
-5,915
7
$40.4M 3.52%
903,983
-26,527
8
$38M 3.31%
1,879,317
-77,541
9
$37.8M 3.29%
722,680
-12,860
10
$34.4M 3%
793,589
-12,960
11
$32.2M 2.81%
249,615
+2,180
12
$31.9M 2.78%
936,934
+15,650
13
$30.3M 2.64%
300,969
-5,056
14
$29.7M 2.59%
323,272
+4,820
15
$28.9M 2.52%
141,866
-26,517
16
$28.3M 2.46%
1,146,886
+145
17
$28.2M 2.46%
714,828
+7,044
18
$27.6M 2.4%
16,007
-89
19
$25.8M 2.25%
505,833
-16,485
20
$25.7M 2.24%
1,096,131
-151,068
21
$21.1M 1.84%
440,339
-15,448
22
$20.1M 1.75%
205,869
-4,575
23
$18.5M 1.61%
357,540
-1,720
24
$17.5M 1.52%
248,868
-6,117
25
$16.6M 1.44%
247,274
-794
1
2 3 4 5