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
$1.51B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$5.12M
3
+$4.95M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.22M
5
AMZN icon
Amazon
AMZN
+$3.05M

Top Sells

1
+$9.29M
2
+$4.43M
3
+$4M
4
FISV
Fiserv Inc
FISV
+$1.52M
5
SYF icon
Synchrony
SYF
+$1.48M

Sector Composition

1 Financials 16.6%
2 Healthcare 15.33%
3 Technology 15.23%
4 Consumer Discretionary 14.22%
5 Industrials 11.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$73.6M 4.87%
466,986
-9,010
2
$72.1M 4.76%
623,465
-13,143
3
$65.6M 4.33%
755,561
+6,070
4
$63M 4.16%
565,347
-1,174
5
$62.3M 4.12%
275,054
+24,301
6
$60.1M 3.97%
311,482
+26,505
7
$57.7M 3.81%
624,380
+33,060
8
$54.2M 3.58%
888,320
-4,955
9
$51.8M 3.42%
705,544
-6,852
10
$48.7M 3.22%
1,679,433
-28,806
11
$47.2M 3.12%
704,160
+10,420
12
$44.6M 2.95%
1,267,548
+40,133
13
$44.2M 2.92%
594,520
+15,605
14
$42.1M 2.78%
936,007
+23,594
15
$40.4M 2.67%
277,290
+22,103
16
$38.9M 2.57%
311,674
-10,410
17
$36.3M 2.4%
630,274
-3,245
18
$34.3M 2.26%
440,514
-14,265
19
$34M 2.25%
16,577
+112
20
$33.7M 2.23%
114,809
-15,066
21
$27.6M 1.82%
235,606
+42,305
22
$27M 1.78%
347,015
+14,434
23
$23.2M 1.54%
347,460
-2,460
24
$21.3M 1.41%
207,320
+12,035
25
$21.3M 1.41%
226,169
-4,930
1
2 3 4 5