BHIA

Birch Hill Investment Advisors Portfolio holdings

AUM $2.23B
1-Year Est. Return 15.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.37B
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$30.5M
2
+$15.5M
3
+$8.78M
4
CHWY icon
Chewy
CHWY
+$4.91M
5
BXP icon
Boston Properties
BXP
+$4.56M

Top Sells

1
+$8.52M
2
+$7.14M
3
+$6.67M
4
MDLZ icon
Mondelez International
MDLZ
+$6.23M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.33M

Sector Composition

1 Technology 29.24%
2 Financials 14.17%
3 Healthcare 11.65%
4 Industrials 11.09%
5 Consumer Discretionary 10.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.56M 0.32%
115,821
-970
52
$7.5M 0.32%
48,839
-2,045
53
$7.23M 0.31%
77,487
+1,159
54
$6.54M 0.28%
39,069
+250
55
$6.47M 0.27%
119,469
-2,581
56
$6.46M 0.27%
26,183
-2,811
57
$6.44M 0.27%
27,800
-100
58
$6.2M 0.26%
93,551
-25
59
$5.95M 0.25%
210,247
-23,048
60
$5.66M 0.24%
13,979
-48
61
$4.9M 0.21%
324,169
+5,031
62
$4.81M 0.2%
25,368
+151
63
$4.61M 0.19%
68,910
-890
64
$4.48M 0.19%
8,993
+537
65
$4.36M 0.18%
72,839
+14,086
66
$3.9M 0.16%
48,813
-12,695
67
$3.89M 0.16%
29,619
68
$3.5M 0.15%
26,110
-805
69
$3.39M 0.14%
14,000
-55
70
$3.21M 0.14%
9,417
+372
71
$2.98M 0.13%
6,146
72
$2.88M 0.12%
26,059
-2,868
73
$2.82M 0.12%
10,353
-270
74
$2.73M 0.12%
33,090
75
$2.55M 0.11%
9,812
+200
1 2
3
4 5