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
$1.87B
AUM Growth
-$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$37.3M
2
+$2.56M
3
+$1.56M
4
TJX icon
TJX Companies
TJX
+$908K
5
ALC icon
Alcon
ALC
+$863K

Top Sells

1
+$15.8M
2
+$7.16M
3
+$7.15M
4
META icon
Meta Platforms (Facebook)
META
+$7.03M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.25M

Sector Composition

1 Technology 19.15%
2 Financials 17.94%
3 Healthcare 16.71%
4 Consumer Discretionary 10.82%
5 Consumer Staples 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.03M 0.32%
60,874
-15,375
52
$5.87M 0.31%
69,307
+120
53
$5.85M 0.31%
26,299
-31,605
54
$5.84M 0.31%
79,386
-4,337
55
$5.55M 0.3%
36,380
56
$5.38M 0.29%
116,670
+14
57
$5.04M 0.27%
107,585
-2,215
58
$4.98M 0.27%
17,774
-1,729
59
$4.74M 0.25%
8,027
60
$4.67M 0.25%
28,790
-50
61
$4.48M 0.24%
83,535
+12,450
62
$4.45M 0.24%
117,980
-7,972
63
$4.26M 0.23%
14,244
-25
64
$4.21M 0.23%
9,244
+1,159
65
$4.03M 0.22%
18,988
+2,556
66
$3.6M 0.19%
30,454
-2,325
67
$3.23M 0.17%
32,922
68
$3.15M 0.17%
65,502
+5,783
69
$3.12M 0.17%
37,671
-10,300
70
$2.73M 0.15%
13,283
-2,784
71
$2.65M 0.14%
42,100
-500
72
$2.63M 0.14%
58,297
-388
73
$2.61M 0.14%
16,055
-1,091
74
$2.46M 0.13%
18,260
+570
75
$2.15M 0.11%
8,607
1 2
3
4 5