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
$1.35B
AUM Growth
+$41.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$1.33M
3
+$1.32M
4
MRK icon
Merck
MRK
+$821K
5
SLB icon
SLB Ltd
SLB
+$805K

Top Sells

1
+$4.41M
2
+$2.21M
3
+$1.22M
4
EBAY icon
eBay
EBAY
+$793K
5
GE icon
GE Aerospace
GE
+$786K

Sector Composition

1 Consumer Discretionary 15.19%
2 Financials 14.84%
3 Healthcare 14.5%
4 Technology 13.99%
5 Industrials 11.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$65.2M 4.82%
487,023
-9,116
2
$59.9M 4.42%
657,630
-3,512
3
$57.9M 4.28%
724,252
+10,260
4
$57.8M 4.27%
579,675
-862
5
$56.5M 4.17%
286,036
-3,788
6
$56.4M 4.16%
595,480
-1,640
7
$47.4M 3.49%
895,470
-2,901
8
$43.4M 3.2%
1,761,709
-9,542
9
$38.4M 2.83%
908,413
+2,680
10
$38.2M 2.82%
750,237
-6,002
11
$37.5M 2.77%
693,420
+3,820
12
$36.5M 2.7%
138,193
-717
13
$35.3M 2.61%
322,079
-200
14
$35.3M 2.61%
1,018,311
-8,567
15
$35.2M 2.6%
711,296
-4,080
16
$34.8M 2.57%
249,628
-59
17
$34.4M 2.54%
1,185,240
+16,904
18
$30.7M 2.27%
16,376
+271
19
$30.4M 2.24%
558,140
+114,043
20
$29M 2.14%
471,378
-4,626
21
$24.5M 1.81%
340,860
+9,357
22
$22.5M 1.66%
455,068
-979
23
$20.4M 1.5%
515,574
-20,075
24
$20.1M 1.49%
194,921
-7,327
25
$19.9M 1.47%
243,052
-1,908
1
2 3 4 5