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
$1.14B
AUM Growth
-$372M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$3.74M
3
+$2.46M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.53M
5
BXP icon
Boston Properties
BXP
+$1.28M

Top Sells

1
+$26.1M
2
+$21.2M
3
+$13.8M
4
COF icon
Capital One
COF
+$10.1M
5
SYF icon
Synchrony
SYF
+$4.42M

Sector Composition

1 Technology 17.53%
2 Healthcare 16.78%
3 Financials 14.3%
4 Consumer Discretionary 12.86%
5 Consumer Staples 11.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3M 0.26%
36,380
-300
52
$2.57M 0.23%
89,635
-1,326
53
$2.56M 0.22%
32,479
54
$2.45M 0.21%
13,115
-341
55
$2.39M 0.21%
49,468
+900
56
$2.3M 0.2%
67,444
+3,595
57
$2.27M 0.2%
8,000
-20
58
$2.17M 0.19%
28,440
59
$2.17M 0.19%
75,315
-2,695
60
$2.11M 0.18%
8,605
+1,695
61
$1.97M 0.17%
59,014
-3,106
62
$1.89M 0.17%
16,527
-260
63
$1.84M 0.16%
9,242
64
$1.81M 0.16%
21,405
+10,755
65
$1.74M 0.15%
95,620
+63,100
66
$1.72M 0.15%
11,935
+700
67
$1.68M 0.15%
30,166
-16,690
68
$1.58M 0.14%
33,240
-100
69
$1.48M 0.13%
20,493
70
$1.47M 0.13%
12,886
+403
71
$1.42M 0.12%
9,970
72
$1.41M 0.12%
45,550
-8,536
73
$1.41M 0.12%
19,426
-2,627
74
$1.16M 0.1%
30,657
-3,975
75
$1.16M 0.1%
20,639
-26,124
1 2
3
4 5