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
$2.15B
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$4.66M
3
+$3.35M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.94M
5
WTS icon
Watts Water Technologies
WTS
+$2.43M

Top Sells

1
+$15.2M
2
+$7.33M
3
+$3.47M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.91M
5
MBLY icon
Mobileye
MBLY
+$2.69M

Sector Composition

1 Technology 25.67%
2 Financials 15.2%
3 Healthcare 12.34%
4 Consumer Discretionary 11.35%
5 Industrials 10.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$30.5M 1.42%
264,452
+6,259
27
$29.3M 1.36%
294,555
-152,689
28
$24.8M 1.15%
103,616
-1,349
29
$24.5M 1.14%
169,276
-7,405
30
$24.1M 1.12%
40,906
-4,941
31
$22.1M 1.03%
49,736
+7,532
32
$21.5M 1%
20,420
-435
33
$20.5M 0.95%
343,296
-12,755
34
$14.3M 0.66%
496,450
-49,218
35
$13.9M 0.64%
37,502
36
$12M 0.56%
272,718
-78,921
37
$11.8M 0.55%
77,860
-1,330
38
$10M 0.47%
28,467
+82
39
$9.68M 0.45%
57,751
-66
40
$9.04M 0.42%
453,633
-135,120
41
$8.24M 0.38%
28,141
-276
42
$8.21M 0.38%
110,970
-26,541
43
$7.47M 0.35%
69,418
+149
44
$7.16M 0.33%
114,829
+5,675
45
$6.95M 0.32%
18,849
+2,705
46
$6.77M 0.31%
29,191
-979
47
$6M 0.28%
96,426
-1,110
48
$5.95M 0.28%
65,448
-2,535
49
$5.76M 0.27%
34,551
+595
50
$5.74M 0.27%
75,889
+58
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