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
$1.74B
AUM Growth
+$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$2.83M
3
+$2.16M
4
STZ icon
Constellation Brands
STZ
+$1.82M
5
FISV
Fiserv Inc
FISV
+$1.56M

Top Sells

1
+$7.37M
2
+$5.77M
3
+$2.91M
4
GNTX icon
Gentex
GNTX
+$2.65M
5
UPS icon
United Parcel Service
UPS
+$1.88M

Sector Composition

1 Technology 22.23%
2 Healthcare 15.74%
3 Financials 14.76%
4 Industrials 11.54%
5 Consumer Staples 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.11M 0.29%
68,821
+359
52
$5M 0.29%
122,844
-2,676
53
$4.84M 0.28%
49,432
-122
54
$4.47M 0.26%
14,398
+49
55
$4.18M 0.24%
35,133
+50
56
$4.15M 0.24%
7,960
+58
57
$4.14M 0.24%
71,825
+325
58
$3.82M 0.22%
26,248
-3,125
59
$3.8M 0.22%
28,177
+124
60
$3.41M 0.2%
39,330
-1,870
61
$3.29M 0.19%
6,731
-660
62
$3.04M 0.17%
14,384
-590
63
$3.02M 0.17%
27,685
+290
64
$2.85M 0.16%
31,572
+57
65
$2.75M 0.16%
9,179
-100
66
$2.71M 0.16%
65,136
-4,210
67
$2.68M 0.15%
58,098
-220
68
$2.54M 0.15%
58,890
-4,715
69
$2.53M 0.15%
16,082
-10
70
$2.5M 0.14%
75,628
-24,689
71
$2.31M 0.13%
25,839
-2,763
72
$2.29M 0.13%
9,165
73
$2.29M 0.13%
12,205
+50
74
$2.19M 0.13%
26,970
75
$2.12M 0.12%
19,220
-460
1 2
3
4 5