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
$2.07B
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$2.73M
3
+$2.61M
4
WTS icon
Watts Water Technologies
WTS
+$2.25M
5
KR icon
Kroger
KR
+$2.2M

Top Sells

1
+$6.22M
2
+$2.5M
3
+$2.17M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.5M
5
FISV
Fiserv Inc
FISV
+$1.46M

Sector Composition

1 Technology 23.96%
2 Financials 14.7%
3 Healthcare 13.76%
4 Consumer Discretionary 12.05%
5 Industrials 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.4M 0.12%
24,155
-71
77
$2.39M 0.12%
15,294
-20
78
$2.34M 0.11%
59,065
-3,900
79
$2.28M 0.11%
25,000
-2,630
80
$2.24M 0.11%
9,916
-1,010
81
$2.24M 0.11%
5,095
-265
82
$2.23M 0.11%
29,648
-450
83
$2.17M 0.11%
9,165
84
$1.97M 0.1%
18,168
-2,350
85
$1.93M 0.09%
3,421
+525
86
$1.91M 0.09%
26,019
+2,365
87
$1.82M 0.09%
8,340
-124
88
$1.62M 0.08%
37,929
89
$1.57M 0.08%
2,882
90
$1.56M 0.08%
13,200
91
$1.49M 0.07%
5,855
-62
92
$1.41M 0.07%
3,781
-134
93
$1.36M 0.07%
6,381
94
$1.36M 0.07%
21,528
-77
95
$1.35M 0.07%
4,044
96
$1.27M 0.06%
4,832
+2,380
97
$1.26M 0.06%
6,970
98
$1.23M 0.06%
2,452
-12
99
$1.14M 0.06%
14,048
100
$1.13M 0.05%
28,733
-3,500
2 3
4
5 6