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
$1.74B
AUM Growth
+$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$2.83M
3
+$2.16M
4
STZ icon
Constellation Brands
STZ
+$1.82M
5
FISV
Fiserv Inc
FISV
+$1.56M

Top Sells

1
+$7.37M
2
+$5.77M
3
+$2.91M
4
GNTX icon
Gentex
GNTX
+$2.65M
5
UPS icon
United Parcel Service
UPS
+$1.88M

Sector Composition

1 Technology 22.23%
2 Healthcare 15.74%
3 Financials 14.76%
4 Industrials 11.54%
5 Consumer Staples 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.1M 0.12%
32,100
77
$2.04M 0.12%
5,357
+25
78
$1.91M 0.11%
7,444
-20
79
$1.79M 0.1%
6,010
-125
80
$1.72M 0.1%
40,730
-4,150
81
$1.7M 0.1%
42,965
-2,000
82
$1.64M 0.09%
13,658
83
$1.59M 0.09%
3,915
-100
84
$1.5M 0.09%
3,392
+625
85
$1.38M 0.08%
2,870
86
$1.28M 0.07%
38,330
-11,100
87
$1.18M 0.07%
18,448
88
$1.14M 0.07%
12,862
-701
89
$1.14M 0.07%
13,649
+1,255
90
$1.13M 0.06%
11,900
+1,680
91
$1.13M 0.06%
22,695
-340
92
$1.11M 0.06%
30,264
+897
93
$1.09M 0.06%
2,682
-50
94
$1.05M 0.06%
20,355
95
$1.04M 0.06%
6,009
96
$1.04M 0.06%
4,214
97
$1.03M 0.06%
6,970
98
$949K 0.05%
1,890
99
$891K 0.05%
15,095
-8,550
100
$889K 0.05%
4,038
2 3
4
5 6