BHIA

Birch Hill Investment Advisors Portfolio holdings

AUM $2.39B
1-Year Est. Return 20.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.25B
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$12.4M
3
+$8.67M
4
NEE icon
NextEra Energy
NEE
+$4.09M
5
BBJP icon
JPMorgan BetaBuilders Japan ETF
BBJP
+$2.53M

Top Sells

1
+$4.13M
2
+$3.95M
3
+$3.69M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.92M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.78M

Sector Composition

1 Technology 28.27%
2 Financials 15.04%
3 Healthcare 11.9%
4 Industrials 11.16%
5 Consumer Discretionary 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.05M 0.31%
25,564
-3,102
52
$6.82M 0.3%
76,328
+66
53
$6.62M 0.29%
93,576
-850
54
$6.04M 0.27%
122,050
+469
55
$5.67M 0.25%
38,819
-1,050
56
$5.59M 0.25%
61,508
-1,155
57
$5.29M 0.23%
69,800
+405
58
$5.18M 0.23%
27,900
+246
59
$5.14M 0.23%
14,027
-711
60
$5.13M 0.23%
233,295
-83,460
61
$4.79M 0.21%
8,456
+3,685
62
$4.58M 0.2%
25,217
+1,140
63
$4.4M 0.2%
319,138
+220
64
$3.95M 0.18%
29,619
65
$3.77M 0.17%
55,825
66
$3.66M 0.16%
26,915
+805
67
$3.35M 0.15%
58,753
+238
68
$3.21M 0.14%
9,045
-74
69
$3.06M 0.14%
145,971
+13,393
70
$3.03M 0.13%
14,055
-409
71
$3M 0.13%
10,623
-3,851
72
$2.88M 0.13%
28,927
-8,338
73
$2.75M 0.12%
33,090
74
$2.63M 0.12%
9,632
-885
75
$2.56M 0.11%
9,612
+232
1 2
3
4 5