BHIA

Birch Hill Investment Advisors Portfolio holdings

AUM $2.39B
1-Year Est. Return 20.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.25B
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$12.4M
3
+$8.67M
4
NEE icon
NextEra Energy
NEE
+$4.09M
5
BBJP icon
JPMorgan BetaBuilders Japan ETF
BBJP
+$2.53M

Top Sells

1
+$4.13M
2
+$3.95M
3
+$3.69M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.92M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.78M

Sector Composition

1 Technology 28.27%
2 Financials 15.04%
3 Healthcare 11.9%
4 Industrials 11.16%
5 Consumer Discretionary 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.5M 0.11%
11,939
-3,270
77
$2.49M 0.11%
6,146
-1,271
78
$2.34M 0.1%
4,996
-5
79
$2.33M 0.1%
51,415
-205
80
$2.27M 0.1%
9,163
81
$1.96M 0.09%
15,840
-4,205
82
$1.92M 0.09%
8,328
-230
83
$1.88M 0.08%
44,220
-7,270
84
$1.83M 0.08%
37,881
-8
85
$1.8M 0.08%
12,500
86
$1.79M 0.08%
26,649
-2,385
87
$1.79M 0.08%
12,502
-1,525
88
$1.78M 0.08%
13,459
+3,141
89
$1.68M 0.07%
2,717
-204
90
$1.64M 0.07%
5,616
-33
91
$1.64M 0.07%
23,725
92
$1.63M 0.07%
3,215
-50
93
$1.57M 0.07%
4,044
-54
94
$1.52M 0.07%
9,353
-4,852
95
$1.51M 0.07%
14,981
-5,580
96
$1.5M 0.07%
5,836
-7
97
$1.47M 0.07%
20,091
-800
98
$1.47M 0.07%
30,761
99
$1.46M 0.06%
81,045
-270,575
100
$1.4M 0.06%
6,101
2 3
4
5 6