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
$2.07B
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$2.73M
3
+$2.61M
4
WTS icon
Watts Water Technologies
WTS
+$2.25M
5
KR icon
Kroger
KR
+$2.2M

Top Sells

1
+$6.22M
2
+$2.5M
3
+$2.17M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.5M
5
FISV
Fiserv Inc
FISV
+$1.46M

Sector Composition

1 Technology 23.96%
2 Financials 14.7%
3 Healthcare 13.76%
4 Consumer Discretionary 12.05%
5 Industrials 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$28.3M 1.37%
139,089
+12,810
27
$26.7M 1.29%
182,740
-2,319
28
$26.6M 1.29%
145,242
+12,285
29
$24.9M 1.21%
45,592
+114
30
$24.9M 1.2%
233,376
+1,026
31
$23.9M 1.16%
365,809
-1,125
32
$21.8M 1.05%
107,567
-1,090
33
$21.1M 1.02%
624,933
-28,323
34
$19M 0.92%
21,050
-136
35
$16.5M 0.8%
29,611
+21,815
36
$15M 0.72%
376,032
-54,515
37
$13.3M 0.64%
80,458
-887
38
$12.3M 0.6%
37,502
39
$9.58M 0.46%
58,091
-94
40
$8.43M 0.41%
27,777
+521
41
$7.98M 0.39%
69,339
-1,320
42
$7.32M 0.35%
152,225
43
$7.02M 0.34%
51,262
-5,890
44
$6.78M 0.33%
28,417
-660
45
$6.6M 0.32%
67,983
-890
46
$6.38M 0.31%
108,939
+4,870
47
$6.26M 0.3%
98,336
-335
48
$6.14M 0.3%
15,149
+105
49
$5.89M 0.28%
75,223
+1,312
50
$5.71M 0.28%
85,650
-11,345
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