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
$2.06B
AUM Growth
+$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$32.5M
2
+$23.8M
3
+$9.25M
4
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$8.69M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.16M

Top Sells

1
+$24.8M
2
+$18.8M
3
+$6.88M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$6.52M
5
MAS icon
Masco
MAS
+$4.77M

Sector Composition

1 Technology 22.9%
2 Financials 14.96%
3 Healthcare 14.16%
4 Consumer Discretionary 12.03%
5 Industrials 10.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.75M 0.28%
74,821
-12,727
52
$5.72M 0.28%
39,248
-24,264
53
$5.57M 0.27%
14,510
-80
54
$5.09M 0.25%
27,934
-19
55
$4.7M 0.23%
112,453
-5,531
56
$4.44M 0.22%
7,632
-418
57
$4.42M 0.22%
67,725
-4,100
58
$4.41M 0.21%
33,260
-3,950
59
$4.4M 0.21%
68,838
+2,415
60
$4.31M 0.21%
34,312
-629
61
$4.29M 0.21%
+73,325
62
$4.01M 0.2%
52,120
-5,345
63
$3.93M 0.19%
7,796
+1,462
64
$3.79M 0.18%
38,809
-5,175
65
$3.52M 0.17%
38,970
-1,830
66
$3.51M 0.17%
14,469
+2,961
67
$3.48M 0.17%
162,298
-4,773
68
$3.43M 0.17%
11,384
-1,569
69
$3.4M 0.17%
29,939
-889
70
$3.3M 0.16%
29,001
-376
71
$3.14M 0.15%
33,090
72
$3.08M 0.15%
15,566
+14,120
73
$2.96M 0.14%
24,226
-209
74
$2.95M 0.14%
28,696
+15,485
75
$2.9M 0.14%
57,735
+964
1 2
3
4 5