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
$1.5B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$28.8M
2
+$7.88M
3
+$2.6M
4
UBER icon
Uber
UBER
+$2.52M
5
WTS icon
Watts Water Technologies
WTS
+$1.39M

Top Sells

1
+$8.1M
2
+$7.6M
3
+$4.46M
4
MSFT icon
Microsoft
MSFT
+$2.7M
5
DCI icon
Donaldson
DCI
+$1.71M

Sector Composition

1 Technology 18.82%
2 Healthcare 14.96%
3 Financials 14.01%
4 Consumer Discretionary 12.69%
5 Consumer Staples 12.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.02M 0.27%
81,426
+2,200
52
$3.67M 0.24%
107,012
-5,850
53
$3.58M 0.24%
12,905
-250
54
$3.52M 0.23%
32,379
-250
55
$3.4M 0.23%
7,690
-200
56
$3.27M 0.22%
9,055
57
$2.97M 0.2%
11,832
-280
58
$2.93M 0.2%
49,118
-300
59
$2.69M 0.18%
61,045
-1,400
60
$2.69M 0.18%
72,435
-880
61
$2.65M 0.18%
8,892
62
$2.63M 0.18%
17,582
+955
63
$2.54M 0.17%
29,015
+575
64
$2.52M 0.17%
+69,200
65
$2.34M 0.16%
37,556
-8,487
66
$2.33M 0.16%
57,062
-216
67
$2.23M 0.15%
34,015
+775
68
$1.94M 0.13%
63,389
-16,884
69
$1.88M 0.13%
9,730
70
$1.79M 0.12%
29,716
71
$1.79M 0.12%
14,250
72
$1.76M 0.12%
25,075
+4,742
73
$1.76M 0.12%
7,961
+189
74
$1.7M 0.11%
12,657
-49
75
$1.63M 0.11%
46,867
+790
1 2
3
4 5