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
$1.86B
AUM Growth
-$1.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$3.05M
2
+$1.62M
3
+$1.58M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.32M
5
UBER icon
Uber
UBER
+$1.18M

Top Sells

1
+$2.44M
2
+$2.15M
3
+$2.13M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.95M
5
MMC icon
Marsh & McLennan
MMC
+$1.38M

Sector Composition

1 Technology 17.52%
2 Financials 17.49%
3 Healthcare 15.46%
4 Consumer Discretionary 11.49%
5 Communication Services 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$105M 5.67%
373,936
-7,614
2
$95M 5.1%
578,220
+1,820
3
$82.8M 4.45%
619,120
-14,600
4
$82M 4.41%
541,329
-9,118
5
$78.3M 4.21%
286,789
-576
6
$70.2M 3.77%
647,279
+4,661
7
$61.7M 3.32%
295,833
+218
8
$60.3M 3.24%
425,930
-4,604
9
$58.7M 3.16%
691,894
-3,900
10
$56.8M 3.05%
1,338,259
-5,417
11
$55.1M 2.96%
1,671,602
+47,795
12
$53.8M 2.89%
716,707
+1,513
13
$53.4M 2.87%
809,378
+5,756
14
$46.5M 2.5%
137,127
+101
15
$46M 2.47%
406,229
-1,565
16
$42.7M 2.29%
234,288
-1,506
17
$42.2M 2.27%
316,660
-6,180
18
$39.8M 2.14%
746,261
+7,225
19
$36.9M 1.98%
1,817,850
+20,950
20
$36.8M 1.98%
227,783
+8,190
21
$35.9M 1.93%
170,486
-452
22
$35.8M 1.93%
256,267
+362
23
$35.8M 1.92%
197,144
+1,570
24
$34.8M 1.87%
598,052
-1,477
25
$31.6M 1.7%
70,248
-1,237
1
2 3 4 5