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
-$66.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$2.24M
3
+$2.13M
4
FTRE icon
Fortrea Holdings
FTRE
+$2.05M
5
IBM icon
IBM
IBM
+$645K

Top Sells

1
+$3.88M
2
+$2.81M
3
+$1.77M
4
UPS icon
United Parcel Service
UPS
+$1.48M
5
MAS icon
Masco
MAS
+$1.32M

Sector Composition

1 Technology 22.06%
2 Financials 15.34%
3 Healthcare 15.08%
4 Consumer Discretionary 10.89%
5 Consumer Staples 10.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.11M 0.13%
9,165
77
$2.11M 0.13%
33,090
+990
78
$2.05M 0.12%
+71,597
79
$2.04M 0.12%
5,492
+135
80
$1.82M 0.11%
19,070
-150
81
$1.77M 0.11%
40,590
-140
82
$1.6M 0.1%
6,085
+75
83
$1.6M 0.1%
42,030
-935
84
$1.48M 0.09%
3,915
85
$1.46M 0.09%
14,032
+374
86
$1.39M 0.08%
2,870
87
$1.37M 0.08%
38,520
+190
88
$1.32M 0.08%
3,092
-300
89
$1.26M 0.08%
22,800
+105
90
$1.15M 0.07%
4,214
91
$1.07M 0.06%
18,391
-57
92
$1.02M 0.06%
14,419
+770
93
$1.02M 0.06%
2,592
-90
94
$1.02M 0.06%
12,663
-199
95
$999K 0.06%
6,653
+668
96
$998K 0.06%
11,186
-714
97
$992K 0.06%
29,918
-346
98
$972K 0.06%
6,970
99
$932K 0.06%
15,095
100
$913K 0.05%
5,989
-20
2 3
4
5 6