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
$1.87B
AUM Growth
-$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$37.3M
2
+$2.56M
3
+$1.56M
4
TJX icon
TJX Companies
TJX
+$908K
5
ALC icon
Alcon
ALC
+$863K

Top Sells

1
+$15.8M
2
+$7.16M
3
+$7.15M
4
META icon
Meta Platforms (Facebook)
META
+$7.03M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.25M

Sector Composition

1 Technology 19.15%
2 Financials 17.94%
3 Healthcare 16.71%
4 Consumer Discretionary 10.82%
5 Consumer Staples 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$30.1M 1.61%
479,894
-113,980
27
$26M 1.39%
533,410
+5,834
28
$23.6M 1.26%
462,250
-5,495
29
$18.4M 0.98%
40,579
+5,647
30
$17.8M 0.95%
106,581
-783
31
$16.8M 0.9%
74,262
-10,648
32
$16.3M 0.87%
119,284
-496
33
$13.7M 0.73%
26,652
-605
34
$13.3M 0.71%
123,324
+14,427
35
$13M 0.69%
124,910
-151,568
36
$10.7M 0.57%
107,066
+220
37
$10.4M 0.55%
136,539
-645
38
$10.1M 0.54%
104,584
-8,430
39
$9.82M 0.52%
29,130
-156
40
$9.24M 0.49%
258,930
-13,890
41
$9.18M 0.49%
22,375
+1,672
42
$9M 0.48%
32,926
-1,622
43
$7.75M 0.41%
60,631
-34,063
44
$7.67M 0.41%
123,757
+291
45
$7.45M 0.4%
57,800
-15,030
46
$7.27M 0.39%
52,060
-670
47
$7.09M 0.38%
31,172
-675
48
$6.84M 0.37%
128,617
-19,208
49
$6.49M 0.35%
47,292
+4,235
50
$6.42M 0.34%
77,701
-1,436
1
2
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