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
$2.02B
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$8.63M
3
+$2.5M
4
INTC icon
Intel
INTC
+$1.85M
5
UBER icon
Uber
UBER
+$1.41M

Top Sells

1
+$26.6M
2
+$5.21M
3
+$3.29M
4
NTR icon
Nutrien
NTR
+$3.29M
5
MMC icon
Marsh & McLennan
MMC
+$2.38M

Sector Composition

1 Technology 17.77%
2 Financials 17%
3 Healthcare 16.16%
4 Consumer Discretionary 11.36%
5 Consumer Staples 10.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$121M 5.97%
358,456
-15,480
2
$96.5M 4.78%
579,020
+800
3
$91.7M 4.54%
527,653
-13,676
4
$86.4M 4.28%
596,380
-22,740
5
$85M 4.21%
284,280
-2,509
6
$74.2M 3.68%
418,075
-7,855
7
$69.9M 3.46%
677,302
-14,592
8
$68.4M 3.39%
291,465
-4,368
9
$66.1M 3.27%
637,084
-10,195
10
$61.6M 3.05%
811,085
+1,707
11
$58.4M 2.89%
1,311,831
-26,428
12
$58.1M 2.88%
1,666,841
-4,761
13
$54.4M 2.69%
710,079
-6,628
14
$54.3M 2.69%
247,239
+50,095
15
$51.1M 2.53%
394,553
-11,676
16
$48.8M 2.42%
227,797
-6,491
17
$44.5M 2.21%
307,840
-8,820
18
$42M 2.08%
167,241
-3,245
19
$40.9M 2.03%
250,065
-6,202
20
$40.3M 1.99%
782,209
+35,948
21
$39.4M 1.95%
593,874
-4,178
22
$39.1M 1.94%
68,910
-1,338
23
$38.8M 1.92%
226,722
-1,061
24
$36.4M 1.8%
1,802,620
-15,230
25
$32.8M 1.63%
467,745
+7,500
1
2 3 4 5