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
$1.68B
AUM Growth
-$66.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$2.24M
3
+$2.13M
4
FTRE icon
Fortrea Holdings
FTRE
+$2.05M
5
IBM icon
IBM
IBM
+$645K

Top Sells

1
+$3.88M
2
+$2.81M
3
+$1.77M
4
UPS icon
United Parcel Service
UPS
+$1.48M
5
MAS icon
Masco
MAS
+$1.32M

Sector Composition

1 Technology 22.06%
2 Financials 15.34%
3 Healthcare 15.08%
4 Consumer Discretionary 10.89%
5 Consumer Staples 10.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$26.5M 1.58%
381,319
-2,160
27
$25.3M 1.51%
601,664
+11,020
28
$19.1M 1.14%
44,566
+270
29
$17.5M 1.05%
120,820
-1,589
30
$17.4M 1.04%
86,621
-8,814
31
$15.9M 0.95%
23,002
-234
32
$15.2M 0.91%
97,605
-9,501
33
$15.2M 0.91%
89,723
-576
34
$13.6M 0.81%
176,804
+165
35
$13.4M 0.8%
77,720
+14,660
36
$13.2M 0.79%
140,450
-2,761
37
$11.2M 0.67%
210,280
-24,615
38
$8.89M 0.53%
28,940
-90
39
$8.83M 0.53%
75,109
+341
40
$8.74M 0.52%
59,954
-395
41
$8.53M 0.51%
80,272
-1,154
42
$7.61M 0.45%
37,502
+1,122
43
$7.6M 0.45%
100,513
-508
44
$7.06M 0.42%
29,332
-190
45
$6.36M 0.38%
17,399
+29
46
$6.3M 0.38%
88,531
-4
47
$6.02M 0.36%
107,624
-1,120
48
$5.26M 0.31%
76,343
-602
49
$5.1M 0.3%
102,285
+595
50
$4.75M 0.28%
121,154
-1,690
1
2
3 4 5