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
$2.13B
AUM Growth
+$61.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$2.9M
3
+$2.31M
4
LECO icon
Lincoln Electric
LECO
+$1.48M
5
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$774K

Top Sells

1
+$7.56M
2
+$2.35M
3
+$2.28M
4
COST icon
Costco
COST
+$2.23M
5
KR icon
Kroger
KR
+$2.03M

Sector Composition

1 Technology 25.03%
2 Financials 15.54%
3 Healthcare 12.98%
4 Consumer Discretionary 10.47%
5 Industrials 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.84M 0.27%
42,865
-8,397
52
$5.83M 0.27%
70,805
-3,790
53
$5.79M 0.27%
33,956
-356
54
$5.73M 0.27%
119,704
+2,934
55
$5.69M 0.27%
96,060
+8,290
56
$5.61M 0.26%
66,800
-18,850
57
$5.51M 0.26%
27,914
58
$5.2M 0.24%
30,170
-1,680
59
$5.08M 0.24%
27,921
-4,822
60
$4.9M 0.23%
16,464
+1,000
61
$4.75M 0.22%
59,025
-8,700
62
$4.71M 0.22%
38,767
-272
63
$4.69M 0.22%
38,749
64
$4.5M 0.21%
7,272
+90
65
$4.19M 0.2%
55,684
+4,014
66
$4.11M 0.19%
17,858
+442
67
$4.09M 0.19%
176,656
+2,320
68
$4.06M 0.19%
37,669
+5,858
69
$3.32M 0.16%
37,551
+7,903
70
$3.25M 0.15%
29,734
-25
71
$3.25M 0.15%
33,090
72
$3.08M 0.14%
58,362
-60
73
$3.08M 0.14%
11,251
-95
74
$3.05M 0.14%
13,804
+301
75
$3.01M 0.14%
26,363
-1,500
1 2
3
4 5