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
$1.36B
AUM Growth
+$222M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$15.8M
3
+$8.66M
4
MA icon
Mastercard
MA
+$6.22M
5
OTIS icon
Otis Worldwide
OTIS
+$2.62M

Top Sells

1
+$6.2M
2
+$5.21M
3
+$4M
4
FDX icon
FedEx
FDX
+$3.11M
5
TJX icon
TJX Companies
TJX
+$2.8M

Sector Composition

1 Technology 17.59%
2 Healthcare 15.58%
3 Financials 14.14%
4 Consumer Discretionary 12.96%
5 Consumer Staples 11.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.9M 1.16%
275,417
-69,486
27
$13.3M 0.98%
181,533
-9,076
28
$13.2M 0.97%
99,818
-2,859
29
$12.3M 0.9%
383,118
-6,827
30
$11M 0.81%
94,735
+2,281
31
$10.8M 0.79%
260,524
-350
32
$10.7M 0.79%
179,372
-4,883
33
$10.5M 0.77%
33,898
+74
34
$10.2M 0.75%
108,517
+725
35
$9.8M 0.72%
109,284
-4,540
36
$9.13M 0.67%
29,060
-1,282
37
$7.38M 0.54%
119,701
-100,577
38
$6.8M 0.5%
184,755
+69,100
39
$6.2M 0.45%
36,649
+1,111
40
$6.1M 0.45%
28,426
+1,975
41
$5.77M 0.42%
148,136
-29,659
42
$5.5M 0.4%
60,885
-10,510
43
$5.19M 0.38%
85,267
-614
44
$5.05M 0.37%
112,862
-9,962
45
$5.03M 0.37%
127,019
-3,301
46
$4.82M 0.35%
32,352
-914
47
$4.66M 0.34%
41,757
+929
48
$3.76M 0.28%
62,672
49
$3.68M 0.27%
153,708
+58,088
50
$3.54M 0.26%
79,226
+3,358
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