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
$1.13B
AUM Growth
-$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$1.96M
3
+$1.54M
4
DCI icon
Donaldson
DCI
+$927K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$496K

Top Sells

1
+$14.7M
2
+$13.8M
3
+$6.85M
4
COF icon
Capital One
COF
+$3.01M
5
C icon
Citigroup
C
+$2.68M

Sector Composition

1 Healthcare 18.6%
2 Consumer Discretionary 16.29%
3 Financials 16.04%
4 Industrials 14.02%
5 Technology 11.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.04M 0.09%
9,787
+94
77
$1.02M 0.09%
21,056
-253
78
$1M 0.09%
5,057
79
$981K 0.09%
21,647
80
$885K 0.08%
9,680
81
$828K 0.07%
25,991
-421
82
$797K 0.07%
11,367
+1,165
83
$792K 0.07%
7,271
84
$789K 0.07%
9,443
85
$756K 0.07%
16,924
-2,867
86
$745K 0.07%
4,270
-100
87
$671K 0.06%
7,036
88
$655K 0.06%
2,707
-350
89
$652K 0.06%
2,815
90
$632K 0.06%
7,831
-100
91
$630K 0.06%
11,312
92
$575K 0.05%
5,737
-200
93
$569K 0.05%
3,715
94
$568K 0.05%
11,294
-100
95
$537K 0.05%
4,054
-100
96
$532K 0.05%
8,215
97
$509K 0.05%
2,673
-200
98
$509K 0.05%
9,563
-1,135
99
$501K 0.04%
9,067
-50
100
$500K 0.04%
3,510
+160
2 3
4
5 6