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
$2.15B
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$4.66M
3
+$3.35M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.94M
5
WTS icon
Watts Water Technologies
WTS
+$2.43M

Top Sells

1
+$15.2M
2
+$7.33M
3
+$3.47M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.91M
5
MBLY icon
Mobileye
MBLY
+$2.69M

Sector Composition

1 Technology 25.67%
2 Financials 15.2%
3 Healthcare 12.34%
4 Consumer Discretionary 11.35%
5 Industrials 10.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.79M 0.13%
36,922
-629
77
$2.79M 0.13%
58,268
-94
78
$2.78M 0.13%
8,794
+3,235
79
$2.71M 0.13%
56,759
-751
80
$2.54M 0.12%
22,823
-398
81
$2.34M 0.11%
28,649
+2,060
82
$2.32M 0.11%
9,163
83
$2.32M 0.11%
4,466
+975
84
$2.29M 0.11%
9,263
+332
85
$2.21M 0.1%
25,795
+835
86
$2.2M 0.1%
15,202
-82
87
$2.15M 0.1%
5,126
+44
88
$1.92M 0.09%
8,441
-270
89
$1.75M 0.08%
38,895
-5,575
90
$1.74M 0.08%
16,513
-655
91
$1.7M 0.08%
2,902
+18
92
$1.69M 0.08%
5,815
-35
93
$1.63M 0.08%
12,500
94
$1.58M 0.07%
37,779
-170
95
$1.49M 0.07%
4,119
+75
96
$1.49M 0.07%
3,517
+2
97
$1.46M 0.07%
22,592
+17,815
98
$1.44M 0.07%
21,128
-400
99
$1.31M 0.06%
6,970
100
$1.23M 0.06%
6,101
+220
2 3
4
5 6