BHIA

Birch Hill Investment Advisors Portfolio holdings

AUM $2.39B
1-Year Est. Return 20.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.25B
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$12.4M
3
+$8.67M
4
NEE icon
NextEra Energy
NEE
+$4.09M
5
BBJP icon
JPMorgan BetaBuilders Japan ETF
BBJP
+$2.53M

Top Sells

1
+$4.13M
2
+$3.95M
3
+$3.69M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.92M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.78M

Sector Composition

1 Technology 28.27%
2 Financials 15.04%
3 Healthcare 11.9%
4 Industrials 11.16%
5 Consumer Discretionary 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$27.7M 1.23%
116,489
-10,669
27
$26.3M 1.17%
240,394
-26,859
28
$25.6M 1.14%
41,220
-183
29
$23.1M 1.03%
151,350
+1,240
30
$21.2M 0.94%
160,390
+92,026
31
$21M 0.93%
20,199
-23
32
$19.7M 0.87%
291,385
-26,511
33
$18.9M 0.84%
50,717
+1,853
34
$16.4M 0.73%
37,502
35
$16.2M 0.72%
41,774
-4,760
36
$15.9M 0.71%
+72,832
37
$13.6M 0.6%
319,511
+217,716
38
$11.1M 0.49%
118,831
+1,884
39
$10.5M 0.47%
66,318
+16,372
40
$10.2M 0.45%
216,314
-6,111
41
$9.32M 0.41%
134,255
+58,850
42
$9.26M 0.41%
109,150
-1,820
43
$9.12M 0.4%
147,541
+43,455
44
$8.72M 0.39%
28,271
+120
45
$8.67M 0.38%
28,994
-1,473
46
$8.44M 0.37%
106,577
-46,399
47
$8.11M 0.36%
50,884
-7,950
48
$7.5M 0.33%
69,609
-575
49
$7.24M 0.32%
116,791
-73
50
$7.05M 0.31%
32,264
-1,048
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