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
$1.5B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$28.8M
2
+$7.88M
3
+$2.6M
4
UBER icon
Uber
UBER
+$2.52M
5
WTS icon
Watts Water Technologies
WTS
+$1.39M

Top Sells

1
+$8.1M
2
+$7.6M
3
+$4.46M
4
MSFT icon
Microsoft
MSFT
+$2.7M
5
DCI icon
Donaldson
DCI
+$1.71M

Sector Composition

1 Technology 18.82%
2 Healthcare 14.96%
3 Financials 14.01%
4 Consumer Discretionary 12.69%
5 Consumer Staples 12.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$20.3M 1.35%
125,660
+559
27
$15.2M 1.01%
387,050
+3,932
28
$14M 0.93%
181,263
-270
29
$13.8M 0.92%
99,721
-97
30
$12.7M 0.85%
96,239
+1,504
31
$11.6M 0.77%
120,131
+11,614
32
$11.3M 0.75%
258,869
-1,655
33
$11.2M 0.74%
33,204
-694
34
$10.5M 0.7%
108,384
-900
35
$10.2M 0.68%
28,638
-422
36
$8.94M 0.59%
144,470
-130,947
37
$7.3M 0.49%
37,061
+412
38
$6.96M 0.46%
150,336
+2,200
39
$6.71M 0.45%
187,030
+2,275
40
$6.33M 0.42%
28,001
-425
41
$5.75M 0.38%
99,875
-19,826
42
$5.43M 0.36%
85,271
+4
43
$5.22M 0.35%
120,786
-6,233
44
$5.15M 0.34%
51,414
+13,866
45
$4.97M 0.33%
40,040
-1,717
46
$4.89M 0.33%
60,885
47
$4.51M 0.3%
32,352
48
$4.41M 0.29%
36,380
49
$4.35M 0.29%
62,672
50
$4.15M 0.28%
153,324
-384
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