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
$2.06B
AUM Growth
+$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$32.5M
2
+$23.8M
3
+$9.25M
4
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$8.69M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.16M

Top Sells

1
+$24.8M
2
+$18.8M
3
+$6.88M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$6.52M
5
MAS icon
Masco
MAS
+$4.77M

Sector Composition

1 Technology 22.9%
2 Financials 14.96%
3 Healthcare 14.16%
4 Consumer Discretionary 12.03%
5 Industrials 10.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.83M 0.14%
30,098
+10,247
77
$2.81M 0.14%
62,965
-6,138
78
$2.71M 0.13%
20,518
-1,475
79
$2.69M 0.13%
12,805
+650
80
$2.69M 0.13%
10,926
-280
81
$2.61M 0.13%
27,630
+800
82
$2.49M 0.12%
5,360
-200
83
$2.46M 0.12%
9,165
84
$2.42M 0.12%
15,314
-1,353
85
$2.06M 0.1%
23,654
+4,177
86
$1.81M 0.09%
8,464
+178
87
$1.78M 0.09%
13,200
-832
88
$1.67M 0.08%
5,917
-368
89
$1.62M 0.08%
2,896
+15
90
$1.61M 0.08%
3,915
91
$1.59M 0.08%
36,055
-925
92
$1.56M 0.08%
37,929
-2,771
93
$1.51M 0.07%
2,882
+30
94
$1.48M 0.07%
4,044
-165
95
$1.4M 0.07%
32,233
-9,488
96
$1.36M 0.07%
6,381
+60
97
$1.33M 0.06%
+5,000
98
$1.26M 0.06%
21,605
-1,195
99
$1.24M 0.06%
6,970
100
$1.18M 0.06%
2,464
-76
2 3
4
5 6