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
$2.13B
AUM Growth
+$61.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$2.9M
3
+$2.31M
4
LECO icon
Lincoln Electric
LECO
+$1.48M
5
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$774K

Top Sells

1
+$7.56M
2
+$2.35M
3
+$2.28M
4
COST icon
Costco
COST
+$2.23M
5
KR icon
Kroger
KR
+$2.03M

Sector Composition

1 Technology 25.03%
2 Financials 15.54%
3 Healthcare 12.98%
4 Consumer Discretionary 10.47%
5 Industrials 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.8M 0.13%
44,470
-25,873
77
$2.63M 0.12%
57,510
-1,555
78
$2.42M 0.11%
5,082
-13
79
$2.4M 0.11%
9,163
-2
80
$2.25M 0.11%
15,284
-10
81
$2.23M 0.1%
23,221
-934
82
$2.19M 0.1%
24,960
-40
83
$2.15M 0.1%
8,711
-1,205
84
$2.06M 0.1%
8,931
+591
85
$2.06M 0.1%
26,589
+570
86
$1.94M 0.09%
3,491
+70
87
$1.85M 0.09%
17,168
-1,000
88
$1.82M 0.09%
12,500
-700
89
$1.78M 0.08%
5,850
-5
90
$1.74M 0.08%
37,949
+20
91
$1.73M 0.08%
21,528
92
$1.65M 0.08%
2,884
+2
93
$1.58M 0.07%
4,044
94
$1.53M 0.07%
5,559
+727
95
$1.47M 0.07%
3,515
-266
96
$1.34M 0.06%
6,970
97
$1.31M 0.06%
27,689
+6,079
98
$1.29M 0.06%
2,452
99
$1.24M 0.06%
14,048
100
$1.22M 0.06%
5,881
-500
2 3
4
5 6