BHIA

Birch Hill Investment Advisors Portfolio holdings

AUM $2.23B
1-Year Est. Return 15.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.37B
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$30.5M
2
+$15.5M
3
+$8.78M
4
CHWY icon
Chewy
CHWY
+$4.91M
5
BXP icon
Boston Properties
BXP
+$4.56M

Top Sells

1
+$8.52M
2
+$7.14M
3
+$6.67M
4
MDLZ icon
Mondelez International
MDLZ
+$6.23M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.33M

Sector Composition

1 Technology 29.24%
2 Financials 14.17%
3 Healthcare 11.65%
4 Industrials 11.09%
5 Consumer Discretionary 10.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$32.9M 1.39%
35,524
-146
27
$31.2M 1.32%
99,053
-2,374
28
$28.8M 1.22%
117,344
+855
29
$27.4M 1.16%
40,940
-280
30
$25.7M 1.08%
138,455
-12,895
31
$25.3M 1.07%
179,957
+19,567
32
$25.1M 1.06%
211,405
-28,989
33
$21.8M 0.92%
116,678
+50,360
34
$19.2M 0.81%
20,169
-30
35
$18.1M 0.76%
446,861
+127,350
36
$17.5M 0.74%
53,147
+2,430
37
$15.8M 0.67%
37,502
38
$12.2M 0.51%
194,781
-96,604
39
$12.1M 0.51%
160,804
+26,549
40
$11.6M 0.49%
118,142
-689
41
$10.5M 0.44%
203,141
-13,173
42
$9.63M 0.41%
145,171
-2,370
43
$9.23M 0.39%
102,850
-6,300
44
$8.95M 0.38%
120,441
+64,616
45
$8.86M 0.37%
31,500
-764
46
$8.25M 0.35%
24,999
-565
47
$8.22M 0.35%
28,006
-265
48
$7.92M 0.33%
94,308
-12,269
49
$7.84M 0.33%
69,519
-90
50
$7.71M 0.33%
21,864
-19,910
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