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
-$66.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$2.24M
3
+$2.13M
4
FTRE icon
Fortrea Holdings
FTRE
+$2.05M
5
IBM icon
IBM
IBM
+$645K

Top Sells

1
+$3.88M
2
+$2.81M
3
+$1.77M
4
UPS icon
United Parcel Service
UPS
+$1.48M
5
MAS icon
Masco
MAS
+$1.32M

Sector Composition

1 Technology 22.06%
2 Financials 15.34%
3 Healthcare 15.08%
4 Consumer Discretionary 10.89%
5 Consumer Staples 10.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.35M 0.26%
14,398
52
$4.27M 0.25%
71,825
53
$4.2M 0.25%
28,190
+13
54
$4.06M 0.24%
8,020
+60
55
$3.91M 0.23%
68,321
-500
56
$3.66M 0.22%
34,532
-601
57
$3.33M 0.2%
6,525
-206
58
$3.26M 0.19%
45,264
-4,168
59
$3.2M 0.19%
38,550
-780
60
$3.03M 0.18%
31,389
-183
61
$2.82M 0.17%
9,963
+784
62
$2.79M 0.17%
16,567
+485
63
$2.76M 0.16%
59,960
+1,070
64
$2.69M 0.16%
23,958
-2,290
65
$2.67M 0.16%
13,168
-1,216
66
$2.66M 0.16%
59,963
-5,173
67
$2.65M 0.16%
27,325
-360
68
$2.55M 0.15%
12,538
-13,779
69
$2.51M 0.15%
57,343
-755
70
$2.48M 0.15%
9,554
+2,110
71
$2.44M 0.15%
73,803
-1,825
72
$2.39M 0.14%
26,400
-570
73
$2.24M 0.13%
+111,305
74
$2.16M 0.13%
12,205
75
$2.15M 0.13%
26,475
+636
1 2
3
4 5