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
$2.11B
AUM Growth
-$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$13.5M
3
+$10.2M
4
WTS icon
Watts Water Technologies
WTS
+$3.09M
5
AAPL icon
Apple
AAPL
+$2.47M

Top Sells

1
+$24.6M
2
+$12.7M
3
+$11.9M
4
FISV
Fiserv Inc
FISV
+$8.54M
5
GNTX icon
Gentex
GNTX
+$4.19M

Sector Composition

1 Technology 26.89%
2 Financials 16.87%
3 Healthcare 12.29%
4 Industrials 10.31%
5 Consumer Discretionary 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.71M 0.27%
69,395
-980
52
$5.5M 0.26%
121,581
+19
53
$5.41M 0.26%
49,946
+9,596
54
$5.4M 0.26%
14,738
+230
55
$5.35M 0.25%
75,405
+1,329
56
$5.28M 0.25%
39,869
+1,120
57
$5.06M 0.24%
351,620
-102,013
58
$4.8M 0.23%
28,666
-525
59
$4.66M 0.22%
33,312
-1,239
60
$4.44M 0.21%
318,918
-25,000
61
$4.27M 0.2%
14,474
-2,455
62
$4.17M 0.2%
24,077
+7,287
63
$3.75M 0.18%
55,825
-3,200
64
$3.69M 0.18%
7,417
+130
65
$3.63M 0.17%
37,265
-3,092
66
$3.46M 0.16%
26,110
-133
67
$3.31M 0.16%
101,795
+66,745
68
$3.25M 0.15%
29,619
69
$3.2M 0.15%
9,119
+325
70
$3.18M 0.15%
132,578
-51,873
71
$2.97M 0.14%
58,515
+247
72
$2.89M 0.14%
14,464
+625
73
$2.82M 0.13%
10,517
+183
74
$2.81M 0.13%
4,771
+305
75
$2.76M 0.13%
15,209
-7,837
1 2
3
4 5