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
$2.13B
AUM Growth
+$61.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$2.9M
3
+$2.31M
4
LECO icon
Lincoln Electric
LECO
+$1.48M
5
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$774K

Top Sells

1
+$7.56M
2
+$2.35M
3
+$2.28M
4
COST icon
Costco
COST
+$2.23M
5
KR icon
Kroger
KR
+$2.03M

Sector Composition

1 Technology 25.03%
2 Financials 15.54%
3 Healthcare 12.98%
4 Consumer Discretionary 10.47%
5 Industrials 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$30.2M 1.42%
258,193
+24,817
27
$28.6M 1.34%
176,681
-6,059
28
$26.4M 1.24%
45,847
+255
29
$26.2M 1.23%
356,051
-9,758
30
$25.6M 1.2%
388,129
+3,085
31
$22.1M 1.04%
104,965
-2,602
32
$21.9M 1.03%
42,204
+12,593
33
$21.7M 1.02%
20,855
-195
34
$16.2M 0.76%
545,668
-79,265
35
$14.6M 0.68%
37,502
36
$14M 0.66%
351,639
-24,393
37
$13.5M 0.63%
79,190
-1,268
38
$10M 0.47%
28,385
+608
39
$10M 0.47%
57,817
-274
40
$8.12M 0.38%
69,269
-70
41
$8.07M 0.38%
588,753
-551,642
42
$7.86M 0.37%
28,417
43
$7.26M 0.34%
16,144
+995
44
$7.06M 0.33%
67,983
45
$7.01M 0.33%
97,536
-800
46
$6.94M 0.33%
137,511
-14,714
47
$6.8M 0.32%
109,154
+215
48
$6.34M 0.3%
75,831
+608
49
$5.97M 0.28%
70,638
+1,050
50
$5.85M 0.27%
14,425
-75
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2
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