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
$1.5B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$28.8M
2
+$7.88M
3
+$2.6M
4
UBER icon
Uber
UBER
+$2.52M
5
WTS icon
Watts Water Technologies
WTS
+$1.39M

Top Sells

1
+$8.1M
2
+$7.6M
3
+$4.46M
4
MSFT icon
Microsoft
MSFT
+$2.7M
5
DCI icon
Donaldson
DCI
+$1.71M

Sector Composition

1 Technology 18.82%
2 Healthcare 14.96%
3 Financials 14.01%
4 Consumer Discretionary 12.69%
5 Consumer Staples 12.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.61M 0.11%
20,355
77
$1.49M 0.1%
40,800
-2,400
78
$1.4M 0.09%
29,922
-135
79
$1.37M 0.09%
18,988
-438
80
$1.35M 0.09%
13,658
81
$1.28M 0.09%
21,569
82
$1.24M 0.08%
3,693
83
$1.18M 0.08%
4,972
-125
84
$1.1M 0.07%
46,840
-37,935
85
$1.05M 0.07%
4,765
86
$954K 0.06%
2,415
87
$917K 0.06%
3,644
88
$905K 0.06%
7,394
-51
89
$865K 0.06%
2,200
90
$830K 0.06%
38,560
91
$817K 0.05%
3,685
-120
92
$791K 0.05%
6,797
+209
93
$738K 0.05%
4,331
+20
94
$717K 0.05%
1,461
95
$709K 0.05%
6,540
96
$699K 0.05%
7,888
97
$697K 0.05%
6,950
98
$665K 0.04%
2,929
99
$651K 0.04%
3,696
-165
100
$580K 0.04%
5,129
2 3
4
5 6