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
$1.31B
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$16.3M
3
+$6.09M
4
LH icon
Labcorp
LH
+$2.2M
5
BXP icon
Boston Properties
BXP
+$1.1M

Top Sells

1
+$23M
2
+$4.19M
3
+$3.14M
4
MSFT icon
Microsoft
MSFT
+$2.79M
5
GNTX icon
Gentex
GNTX
+$2.23M

Sector Composition

1 Consumer Discretionary 15.06%
2 Healthcare 14.6%
3 Financials 14.3%
4 Technology 13.77%
5 Industrials 12.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$58.5M 4.45%
496,139
-23,692
2
$58.4M 4.44%
661,142
-47,485
3
$56.7M 4.31%
713,992
-3,158
4
$54.5M 4.15%
580,537
-18,531
5
$53.2M 4.05%
597,120
-35,280
6
$51.2M 3.89%
289,824
-3,828
7
$47.8M 3.64%
898,371
-5,612
8
$40.6M 3.09%
689,600
-33,080
9
$37.9M 2.88%
756,239
-37,350
10
$36.6M 2.79%
1,771,251
-108,066
11
$36.2M 2.76%
905,733
-31,201
12
$34.9M 2.66%
249,687
+72
13
$34M 2.59%
715,376
+548
14
$33.6M 2.56%
138,910
-2,956
15
$33.5M 2.55%
322,279
-993
16
$32.8M 2.49%
1,026,878
-69,253
17
$32.2M 2.45%
1,168,336
+21,450
18
$30.4M 2.31%
476,004
-29,829
19
$28.1M 2.14%
16,105
+98
20
$26.8M 2.04%
456,047
+15,708
21
$24.4M 1.86%
331,503
+82,635
22
$23.9M 1.82%
444,097
+375,610
23
$22.6M 1.72%
202,248
-3,621
24
$20.8M 1.58%
354,300
-3,240
25
$19.9M 1.51%
535,649
-25,930
1
2 3 4 5