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
$2.11B
AUM Growth
-$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$13.5M
3
+$10.2M
4
WTS icon
Watts Water Technologies
WTS
+$3.09M
5
AAPL icon
Apple
AAPL
+$2.47M

Top Sells

1
+$24.6M
2
+$12.7M
3
+$11.9M
4
FISV
Fiserv Inc
FISV
+$8.54M
5
GNTX icon
Gentex
GNTX
+$4.19M

Sector Composition

1 Technology 26.89%
2 Financials 16.87%
3 Healthcare 12.29%
4 Industrials 10.31%
5 Consumer Discretionary 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.65M 0.13%
33,090
77
$2.61M 0.12%
14,205
-134,169
78
$2.6M 0.12%
37,360
-25,705
79
$2.41M 0.11%
25,745
-50
80
$2.35M 0.11%
14,027
-1,175
81
$2.33M 0.11%
5,001
-125
82
$2.27M 0.11%
9,163
83
$2.26M 0.11%
29,034
+385
84
$2.26M 0.11%
20,561
-17,741
85
$2.18M 0.1%
51,620
-5,139
86
$2.13M 0.1%
9,380
+117
87
$2.02M 0.1%
8,558
+117
88
$1.98M 0.09%
20,045
-2,778
89
$1.76M 0.08%
5,649
-166
90
$1.66M 0.08%
37,889
+110
91
$1.64M 0.08%
25,805
-11,117
92
$1.63M 0.08%
2,921
+19
93
$1.63M 0.08%
12,500
94
$1.62M 0.08%
30,024
+7,432
95
$1.61M 0.08%
23,725
-15,170
96
$1.53M 0.07%
3,265
-252
97
$1.41M 0.07%
6,101
98
$1.35M 0.06%
4,098
-21
99
$1.32M 0.06%
20,891
-237
100
$1.23M 0.06%
10,318
+3,858
2 3
4
5 6