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
$2.11B
AUM Growth
-$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$13.5M
3
+$10.2M
4
WTS icon
Watts Water Technologies
WTS
+$3.09M
5
AAPL icon
Apple
AAPL
+$2.47M

Top Sells

1
+$24.6M
2
+$12.7M
3
+$11.9M
4
FISV
Fiserv Inc
FISV
+$8.54M
5
GNTX icon
Gentex
GNTX
+$4.19M

Sector Composition

1 Technology 26.89%
2 Financials 16.87%
3 Healthcare 12.29%
4 Industrials 10.31%
5 Consumer Discretionary 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$25.6M 1.22%
127,158
+105,505
27
$25.2M 1.19%
102,548
-1,068
28
$24.9M 1.18%
150,110
-19,166
29
$23.3M 1.1%
41,403
+497
30
$21.6M 1.02%
317,896
-25,400
31
$20M 0.95%
20,222
-198
32
$17.8M 0.85%
46,534
-3,202
33
$16.6M 0.79%
48,864
+30,015
34
$13.7M 0.65%
152,976
-141,579
35
$12.6M 0.6%
37,502
36
$10.3M 0.49%
68,364
-9,496
37
$10M 0.48%
58,834
+1,083
38
$9.51M 0.45%
30,467
+2,000
39
$9.28M 0.44%
222,425
-50,293
40
$8.6M 0.41%
28,151
+10
41
$8.52M 0.4%
116,947
+29,500
42
$8.35M 0.4%
70,184
+766
43
$7.38M 0.35%
316,755
-179,695
44
$7.23M 0.34%
110,970
45
$6.82M 0.32%
116,864
+2,035
46
$6.76M 0.32%
94,426
-2,000
47
$6.23M 0.3%
76,262
+373
48
$5.87M 0.28%
62,663
-2,785
49
$5.84M 0.28%
104,086
-399
50
$5.79M 0.27%
27,654
-182
1
2
3 4 5