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
$1.68B
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$7.25M
3
+$2.07M
4
PRTC
PureTech Health
PRTC
+$1.66M
5
SPGI icon
S&P Global
SPGI
+$1.35M

Top Sells

1
+$7.26M
2
+$5.31M
3
+$2.54M
4
COST icon
Costco
COST
+$2.39M
5
AMZN icon
Amazon
AMZN
+$1.71M

Sector Composition

1 Technology 18.13%
2 Financials 15.29%
3 Healthcare 14.53%
4 Consumer Discretionary 12.97%
5 Consumer Staples 11.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.28M 0.32%
36,380
52
$4.9M 0.29%
149,784
-3,540
53
$4.83M 0.29%
62,672
54
$4.32M 0.26%
13,155
+4,100
55
$3.87M 0.23%
8,308
+618
56
$3.82M 0.23%
34,879
+2,500
57
$3.74M 0.22%
14,085
+1,180
58
$3.47M 0.21%
84,127
-22,885
59
$3.38M 0.2%
17,249
-333
60
$3.37M 0.2%
73,370
+935
61
$3.15M 0.19%
61,001
-44
62
$3.11M 0.19%
29,015
63
$3.1M 0.18%
13,917
+2,085
64
$3.08M 0.18%
47,618
-1,500
65
$2.99M 0.18%
32,528
+7,453
66
$2.73M 0.16%
34,015
67
$2.69M 0.16%
57,021
-41
68
$2.43M 0.15%
8,892
69
$2.38M 0.14%
35,220
-2,336
70
$2.15M 0.13%
57,005
-6,384
71
$2.03M 0.12%
8,096
+135
72
$2.03M 0.12%
46,350
+5,550
73
$2.02M 0.12%
14,250
74
$1.98M 0.12%
9,730
75
$1.89M 0.11%
12,956
+299
1 2
3
4 5