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
$1.88B
AUM Growth
+$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$13.8M
3
+$7.72M
4
ROK icon
Rockwell Automation
ROK
+$5.25M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.92M

Top Sells

1
+$5.84M
2
+$3.83M
3
+$3.64M
4
MAS icon
Masco
MAS
+$3.54M
5
CVS icon
CVS Health
CVS
+$2.82M

Sector Composition

1 Technology 23.06%
2 Healthcare 15.68%
3 Financials 14.31%
4 Consumer Discretionary 11.34%
5 Industrials 10.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.06M 0.27%
14,590
+192
52
$5.04M 0.27%
71,825
53
$4.85M 0.26%
117,984
-3,170
54
$4.49M 0.24%
14,374
+4,820
55
$4.33M 0.23%
27,953
-237
56
$4.27M 0.23%
8,050
+30
57
$4.15M 0.22%
37,210
-1,340
58
$4.03M 0.21%
66,423
-1,898
59
$3.78M 0.2%
6,334
-191
60
$3.7M 0.2%
43,984
-1,280
61
$3.68M 0.2%
34,941
+409
62
$3.6M 0.19%
167,071
+55,766
63
$3.54M 0.19%
57,465
-2,495
64
$3.41M 0.18%
12,953
-215
65
$3.23M 0.17%
29,377
+2,052
66
$3.15M 0.17%
11,508
+1,545
67
$3M 0.16%
30,828
-561
68
$2.99M 0.16%
69,103
-4,700
69
$2.75M 0.15%
11,206
-1,332
70
$2.72M 0.14%
56,771
-572
71
$2.68M 0.14%
21,993
-1,965
72
$2.56M 0.14%
33,090
73
$2.49M 0.13%
16,667
+100
74
$2.44M 0.13%
12,155
-50
75
$2.4M 0.13%
9,165
1 2
3
4 5