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
$1.6B
AUM Growth
-$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$28.7M
2
+$5.19M
3
+$3.02M
4
WTS icon
Watts Water Technologies
WTS
+$1.95M
5
AMZN icon
Amazon
AMZN
+$1.84M

Top Sells

1
+$15.2M
2
+$10.6M
3
+$6.4M
4
NTR icon
Nutrien
NTR
+$5.4M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$4.75M

Sector Composition

1 Technology 18.72%
2 Healthcare 18.36%
3 Financials 17.09%
4 Industrials 11.08%
5 Consumer Discretionary 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.82M 0.11%
7,614
-10
77
$1.69M 0.11%
9,265
78
$1.66M 0.1%
23,727
-60
79
$1.65M 0.1%
15,268
-150
80
$1.63M 0.1%
20,355
81
$1.61M 0.1%
5,617
82
$1.56M 0.1%
29,846
+160
83
$1.54M 0.1%
6,260
84
$1.48M 0.09%
19,230
-50
85
$1.45M 0.09%
70,805
-188,125
86
$1.41M 0.09%
3,741
-156
87
$1.37M 0.09%
14,008
-410
88
$1.35M 0.08%
32,100
89
$1.21M 0.08%
4,030
-50
90
$1.13M 0.07%
2,870
91
$1.1M 0.07%
15,630
-380
92
$1.09M 0.07%
30,479
-450
93
$1.07M 0.07%
14,600
94
$1.06M 0.07%
20,867
-1,900
95
$957K 0.06%
6,254
96
$866K 0.05%
7,140
97
$846K 0.05%
7,888
98
$801K 0.05%
4,069
99
$801K 0.05%
2,310
+20
100
$774K 0.05%
5,584
2 3
4
5 6