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
$2.15B
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$4.66M
3
+$3.35M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.94M
5
WTS icon
Watts Water Technologies
WTS
+$2.43M

Top Sells

1
+$15.2M
2
+$7.33M
3
+$3.47M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.91M
5
MBLY icon
Mobileye
MBLY
+$2.69M

Sector Composition

1 Technology 25.67%
2 Financials 15.2%
3 Healthcare 12.34%
4 Consumer Discretionary 11.35%
5 Industrials 10.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.74M 0.27%
104,485
+8,425
52
$5.64M 0.26%
14,508
+83
53
$5.42M 0.25%
40,350
+1,583
54
$5.37M 0.25%
70,375
-430
55
$5.35M 0.25%
121,562
+1,858
56
$5.31M 0.25%
74,076
+3,438
57
$5.27M 0.25%
87,447
+31,763
58
$5.26M 0.24%
343,918
+305,038
59
$4.95M 0.23%
27,836
-78
60
$4.91M 0.23%
16,929
+465
61
$4.83M 0.22%
38,302
-4,563
62
$4.6M 0.21%
21,653
+3,795
63
$4.58M 0.21%
63,065
-3,735
64
$4.48M 0.21%
38,749
65
$4.39M 0.2%
59,025
66
$4.38M 0.2%
40,357
+2,688
67
$4.37M 0.2%
23,046
-4,875
68
$3.94M 0.18%
184,451
+7,795
69
$3.79M 0.18%
7,287
+15
70
$3.67M 0.17%
29,619
-115
71
$3.46M 0.16%
10,334
-917
72
$3.06M 0.14%
13,839
+35
73
$2.99M 0.14%
33,090
74
$2.97M 0.14%
26,243
-120
75
$2.94M 0.14%
+16,790
1 2
3
4 5