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
$1.6B
AUM Growth
-$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$28.7M
2
+$5.19M
3
+$3.02M
4
WTS icon
Watts Water Technologies
WTS
+$1.95M
5
AMZN icon
Amazon
AMZN
+$1.84M

Top Sells

1
+$15.2M
2
+$10.6M
3
+$6.4M
4
NTR icon
Nutrien
NTR
+$5.4M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$4.75M

Sector Composition

1 Technology 18.72%
2 Healthcare 18.36%
3 Financials 17.09%
4 Industrials 11.08%
5 Consumer Discretionary 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$24.7M 1.54%
487,220
+24,970
27
$21.3M 1.33%
570,237
-170,974
28
$18.6M 1.16%
339,251
-194,159
29
$17.6M 1.1%
105,371
-1,210
30
$16.6M 1.04%
115,789
-105,884
31
$15.7M 0.98%
41,467
+888
32
$14.8M 0.92%
73,511
-751
33
$13.4M 0.84%
119,376
+92
34
$11.8M 0.74%
25,967
-685
35
$11.8M 0.74%
127,572
+4,248
36
$9.91M 0.62%
123,720
-12,819
37
$8.99M 0.56%
279,150
+161,170
38
$8.69M 0.54%
104,351
-2,715
39
$8.36M 0.52%
101,884
-2,700
40
$8.35M 0.52%
67,945
+15,885
41
$8.09M 0.51%
29,140
+10
42
$7.67M 0.48%
121,859
-1,898
43
$6.96M 0.43%
20,635
-1,740
44
$6.54M 0.41%
76,311
-1,390
45
$6.49M 0.41%
72,900
+15,100
46
$6.48M 0.4%
30,832
-340
47
$5.75M 0.36%
26,961
-5,965
48
$5.62M 0.35%
58,496
-2,378
49
$5.55M 0.35%
120,642
-7,975
50
$5.39M 0.34%
69,557
+250
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