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
$1.36B
AUM Growth
+$222M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$15.8M
3
+$8.66M
4
MA icon
Mastercard
MA
+$6.22M
5
OTIS icon
Otis Worldwide
OTIS
+$2.62M

Top Sells

1
+$6.2M
2
+$5.21M
3
+$4M
4
FDX icon
FedEx
FDX
+$3.11M
5
TJX icon
TJX Companies
TJX
+$2.8M

Sector Composition

1 Technology 17.59%
2 Healthcare 15.58%
3 Financials 14.14%
4 Consumer Discretionary 12.96%
5 Consumer Staples 11.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.29M 0.24%
13,155
+40
52
$3.24M 0.24%
36,380
53
$3.04M 0.22%
37,548
+16,143
54
$2.98M 0.22%
32,629
+150
55
$2.98M 0.22%
9,055
+450
56
$2.86M 0.21%
7,890
-110
57
$2.79M 0.2%
28,440
58
$2.73M 0.2%
49,418
-50
59
$2.62M 0.19%
+46,043
60
$2.61M 0.19%
73,315
-2,000
61
$2.5M 0.18%
62,445
-4,999
62
$2.38M 0.17%
16,627
+100
63
$2.27M 0.17%
12,112
+177
64
$2.22M 0.16%
57,278
-1,736
65
$2.17M 0.16%
84,775
-4,860
66
$2.15M 0.16%
8,892
-350
67
$2.06M 0.15%
33,240
68
$1.78M 0.13%
+80,273
69
$1.75M 0.13%
29,716
-450
70
$1.73M 0.13%
19,426
71
$1.7M 0.12%
9,730
-240
72
$1.66M 0.12%
12,706
-180
73
$1.66M 0.12%
+7,772
74
$1.65M 0.12%
20,355
-138
75
$1.43M 0.1%
46,077
+527
1 2
3
4 5