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
$2.06B
AUM Growth
+$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$32.5M
2
+$23.8M
3
+$9.25M
4
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$8.69M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.16M

Top Sells

1
+$24.8M
2
+$18.8M
3
+$6.88M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$6.52M
5
MAS icon
Masco
MAS
+$4.77M

Sector Composition

1 Technology 22.9%
2 Financials 14.96%
3 Healthcare 14.16%
4 Consumer Discretionary 12.03%
5 Industrials 10.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$29.3M 1.42%
185,059
-5,325
27
$28.3M 1.38%
132,957
+43,522
28
$27.6M 1.34%
126,279
+5,684
29
$25.7M 1.25%
366,934
-5,065
30
$25.7M 1.25%
232,350
+55,718
31
$23.9M 1.16%
45,478
+764
32
$23.6M 1.15%
653,256
-190,409
33
$21.8M 1.06%
108,657
-7,823
34
$21.6M 1.05%
21,186
-1,377
35
$16.3M 0.79%
430,547
-652,845
36
$14.2M 0.69%
81,345
-7,590
37
$14M 0.68%
175,737
-235,918
38
$11.3M 0.55%
37,502
39
$9.45M 0.46%
27,256
-589
40
$9.44M 0.46%
58,185
-1,696
41
$8.69M 0.42%
+152,225
42
$8.49M 0.41%
57,152
-16,105
43
$8.21M 0.4%
70,659
-1,224
44
$7.65M 0.37%
96,995
-60,470
45
$7.26M 0.35%
29,077
-455
46
$6.32M 0.31%
104,069
+1,909
47
$6.2M 0.3%
68,873
-11,456
48
$6.04M 0.29%
98,671
-6,068
49
$5.9M 0.29%
73,911
-2,844
50
$5.89M 0.29%
15,044
+670
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