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
$1.87B
AUM Growth
-$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$37.3M
2
+$2.56M
3
+$1.56M
4
TJX icon
TJX Companies
TJX
+$908K
5
ALC icon
Alcon
ALC
+$863K

Top Sells

1
+$15.8M
2
+$7.16M
3
+$7.15M
4
META icon
Meta Platforms (Facebook)
META
+$7.03M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.25M

Sector Composition

1 Technology 19.15%
2 Financials 17.94%
3 Healthcare 16.71%
4 Consumer Discretionary 10.82%
5 Consumer Staples 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.94M 0.1%
9,265
77
$1.92M 0.1%
15,418
-287
78
$1.89M 0.1%
23,787
+10,875
79
$1.89M 0.1%
24,655
+3,120
80
$1.88M 0.1%
7,624
-220
81
$1.79M 0.1%
5,617
+170
82
$1.76M 0.09%
3,897
-136
83
$1.73M 0.09%
20,355
84
$1.7M 0.09%
4,080
85
$1.66M 0.09%
31,941
-35,160
86
$1.62M 0.09%
32,100
87
$1.58M 0.08%
14,418
88
$1.55M 0.08%
6,260
-68
89
$1.54M 0.08%
29,686
-650
90
$1.42M 0.08%
30,929
-2,190
91
$1.41M 0.08%
19,280
+1,600
92
$1.35M 0.07%
2,870
93
$1.29M 0.07%
14,600
+5,000
94
$1.23M 0.07%
16,010
-1,895
95
$1.16M 0.06%
22,767
96
$1.12M 0.06%
7,140
97
$1.07M 0.06%
39,300
98
$1.05M 0.06%
1,920
99
$1.04M 0.06%
5,584
100
$991K 0.05%
6,254
-85
2 3
4
5 6