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
$1.6B
AUM Growth
-$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$28.7M
2
+$5.19M
3
+$3.02M
4
WTS icon
Watts Water Technologies
WTS
+$1.95M
5
AMZN icon
Amazon
AMZN
+$1.84M

Top Sells

1
+$15.2M
2
+$10.6M
3
+$6.4M
4
NTR icon
Nutrien
NTR
+$5.4M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$4.75M

Sector Composition

1 Technology 18.72%
2 Healthcare 18.36%
3 Financials 17.09%
4 Industrials 11.08%
5 Consumer Discretionary 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.24M 0.33%
49,881
-10,750
52
$4.93M 0.31%
78,956
-430
53
$4.77M 0.3%
114,510
-2,160
54
$4.72M 0.3%
36,380
55
$4.55M 0.28%
57,155
-67,755
56
$4.36M 0.27%
28,490
-300
57
$4.36M 0.27%
8,017
-10
58
$4.2M 0.26%
106,935
-650
59
$3.99M 0.25%
24,194
+5,206
60
$3.93M 0.25%
14,334
+90
61
$3.79M 0.24%
83,840
+305
62
$3.78M 0.24%
40,037
-7,255
63
$3.53M 0.22%
9,639
+395
64
$3.36M 0.21%
20,813
-5,486
65
$3.27M 0.2%
30,104
-350
66
$2.69M 0.17%
65,887
+385
67
$2.6M 0.16%
32,740
-182
68
$2.49M 0.16%
35,608
-2,063
69
$2.32M 0.15%
16,045
-10
70
$2.25M 0.14%
56,148
-2,149
71
$2.21M 0.14%
13,018
-265
72
$2.06M 0.13%
8,583
-24
73
$2.04M 0.13%
42,100
74
$1.92M 0.12%
26,875
+2,220
75
$1.89M 0.12%
18,500
+240
1 2
3
4 5