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
$2.07B
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$2.73M
3
+$2.61M
4
WTS icon
Watts Water Technologies
WTS
+$2.25M
5
KR icon
Kroger
KR
+$2.2M

Top Sells

1
+$6.22M
2
+$2.5M
3
+$2.17M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.5M
5
FISV
Fiserv Inc
FISV
+$1.46M

Sector Composition

1 Technology 23.96%
2 Financials 14.7%
3 Healthcare 13.76%
4 Consumer Discretionary 12.05%
5 Industrials 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.29M 0.26%
74,595
-226
52
$5.18M 0.25%
32,743
-6,505
53
$5.11M 0.25%
31,850
-1,410
54
$5.11M 0.25%
116,770
+4,317
55
$4.99M 0.24%
14,500
-10
56
$4.95M 0.24%
87,770
+14,445
57
$4.93M 0.24%
69,588
+750
58
$4.84M 0.23%
34,312
59
$4.82M 0.23%
39,039
+69
60
$4.79M 0.23%
27,914
-20
61
$4.17M 0.2%
67,725
62
$4.15M 0.2%
70,343
-105,394
63
$3.99M 0.19%
15,464
+995
64
$3.98M 0.19%
17,416
+1,850
65
$3.97M 0.19%
7,182
-450
66
$3.89M 0.19%
38,749
-60
67
$3.76M 0.18%
51,670
-450
68
$3.28M 0.16%
29,759
-180
69
$3.17M 0.15%
174,336
+12,038
70
$3.09M 0.15%
31,811
+3,115
71
$3.01M 0.15%
33,090
72
$2.92M 0.14%
11,346
-38
73
$2.9M 0.14%
27,863
-1,138
74
$2.89M 0.14%
58,422
+687
75
$2.74M 0.13%
13,503
+698
1 2
3
4 5