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
$1.36B
AUM Growth
+$222M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$15.8M
3
+$8.66M
4
MA icon
Mastercard
MA
+$6.22M
5
OTIS icon
Otis Worldwide
OTIS
+$2.62M

Top Sells

1
+$6.2M
2
+$5.21M
3
+$4M
4
FDX icon
FedEx
FDX
+$3.11M
5
TJX icon
TJX Companies
TJX
+$2.8M

Sector Composition

1 Technology 17.59%
2 Healthcare 15.58%
3 Financials 14.14%
4 Consumer Discretionary 12.96%
5 Consumer Staples 11.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.4M 0.1%
14,250
+5,540
77
$1.4M 0.1%
13,658
+1,532
78
$1.39M 0.1%
20,333
-306
79
$1.36M 0.1%
43,200
-250
80
$1.2M 0.09%
30,057
-600
81
$1.19M 0.09%
21,569
+790
82
$1.14M 0.08%
3,693
+96
83
$1.08M 0.08%
+5,097
84
$938K 0.07%
2,415
85
$891K 0.07%
7,445
86
$880K 0.06%
38,560
-318
87
$879K 0.06%
4,765
-586
88
$761K 0.06%
6,588
89
$726K 0.05%
2,200
90
$684K 0.05%
2,929
91
$675K 0.05%
4,311
-1,000
92
$662K 0.05%
+6,950
93
$636K 0.05%
1,461
94
$633K 0.05%
3,861
95
$632K 0.05%
6,540
96
$630K 0.05%
7,888
97
$615K 0.05%
386
-452
98
$598K 0.04%
3,805
-100
99
$543K 0.04%
5,129
+100
100
$511K 0.04%
3,644
-22,182
2 3
4
5 6