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
$1.68B
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$7.25M
3
+$2.07M
4
PRTC
PureTech Health
PRTC
+$1.66M
5
SPGI icon
S&P Global
SPGI
+$1.35M

Top Sells

1
+$7.26M
2
+$5.31M
3
+$2.54M
4
COST icon
Costco
COST
+$2.39M
5
AMZN icon
Amazon
AMZN
+$1.71M

Sector Composition

1 Technology 18.13%
2 Financials 15.29%
3 Healthcare 14.53%
4 Consumer Discretionary 12.97%
5 Consumer Staples 11.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.84M 0.11%
3,678
+2,217
77
$1.73M 0.1%
27,916
-1,800
78
$1.7M 0.1%
35,397
+5,475
79
$1.66M 0.1%
+302,000
80
$1.59M 0.09%
13,658
81
$1.57M 0.09%
42,741
-4,126
82
$1.53M 0.09%
20,355
83
$1.52M 0.09%
17,968
-1,020
84
$1.36M 0.08%
3,632
-61
85
$1.33M 0.08%
22,574
+1,005
86
$1.31M 0.08%
3,035
+620
87
$1.3M 0.08%
4,939
-33
88
$1.18M 0.07%
4,380
+695
89
$1.16M 0.07%
7,394
90
$1.07M 0.06%
2,150
-50
91
$1.03M 0.06%
4,790
+25
92
$875K 0.05%
7,268
+471
93
$826K 0.05%
6,540
94
$816K 0.05%
3,144
-500
95
$804K 0.05%
37,024
-1,536
96
$766K 0.05%
3,706
+10
97
$750K 0.04%
3,852
-479
98
$722K 0.04%
7,888
99
$704K 0.04%
316
-10
100
$699K 0.04%
2,863
-66
2 3
4
5 6