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
$1.14B
AUM Growth
-$372M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$3.74M
3
+$2.46M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.53M
5
BXP icon
Boston Properties
BXP
+$1.28M

Top Sells

1
+$26.1M
2
+$21.2M
3
+$13.8M
4
COF icon
Capital One
COF
+$10.1M
5
SYF icon
Synchrony
SYF
+$4.42M

Sector Composition

1 Technology 17.53%
2 Healthcare 16.78%
3 Financials 14.3%
4 Consumer Discretionary 12.86%
5 Consumer Staples 11.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.13M 0.1%
838
-15,739
77
$1.12M 0.1%
12,126
78
$1.12M 0.1%
20,779
-214
79
$1.04M 0.09%
26,343
-1,760
80
$1.03M 0.09%
43,450
+1,250
81
$933K 0.08%
7,445
+1,040
82
$927K 0.08%
3,597
-290
83
$885K 0.08%
5,351
+86
84
$856K 0.08%
38,878
-969
85
$796K 0.07%
+32,100
86
$753K 0.07%
2,415
-100
87
$721K 0.06%
8,710
+470
88
$699K 0.06%
6,588
-314
89
$685K 0.06%
5,311
-250
90
$657K 0.06%
2,929
+307
91
$638K 0.06%
7,888
92
$549K 0.05%
6,540
+926
93
$540K 0.05%
3,905
94
$533K 0.05%
2,200
95
$508K 0.04%
3,861
96
$465K 0.04%
1,461
97
$465K 0.04%
9,700
98
$465K 0.04%
5,029
-1,000
99
$452K 0.04%
1,908
100
$436K 0.04%
3,759
2 3
4
5 6