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
$1.14B
AUM Growth
-$372M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$3.74M
3
+$2.46M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.53M
5
BXP icon
Boston Properties
BXP
+$1.28M

Top Sells

1
+$26.1M
2
+$21.2M
3
+$13.8M
4
COF icon
Capital One
COF
+$10.1M
5
SYF icon
Synchrony
SYF
+$4.42M

Sector Composition

1 Technology 17.53%
2 Healthcare 16.78%
3 Financials 14.3%
4 Consumer Discretionary 12.86%
5 Consumer Staples 11.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.1M 1.15%
220,278
-5,891
27
$12.6M 1.11%
190,609
-13,760
28
$12.3M 1.08%
102,677
+1,082
29
$9.97M 0.87%
184,255
-14,500
30
$9.71M 0.85%
107,792
-518
31
$9.07M 0.79%
92,454
+994
32
$8.74M 0.77%
33,824
-1,162
33
$8.57M 0.75%
260,874
-6,060
34
$8.04M 0.7%
113,824
-560
35
$7.54M 0.66%
30,342
-2,304
36
$6.58M 0.58%
71,395
+13,895
37
$6.11M 0.54%
177,795
-758,212
38
$5.97M 0.52%
35,814
+23,981
39
$5.01M 0.44%
35,538
+769
40
$4.98M 0.44%
34,766
+26,115
41
$4.66M 0.41%
122,824
-4,355
42
$4.59M 0.4%
85,881
-924
43
$4.55M 0.4%
33,266
-55
44
$4.37M 0.38%
130,320
-3,947
45
$4.32M 0.38%
26,451
-510
46
$3.98M 0.35%
115,655
-11,000
47
$3.94M 0.35%
40,828
+25,453
48
$3.77M 0.33%
62,672
-400
49
$3.36M 0.29%
75,868
-7
50
$3.13M 0.27%
25,826
-320
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