BHIA

Birch Hill Investment Advisors Portfolio holdings

AUM $2.23B
1-Year Est. Return 15.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.37B
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$30.5M
2
+$15.5M
3
+$8.78M
4
CHWY icon
Chewy
CHWY
+$4.91M
5
BXP icon
Boston Properties
BXP
+$4.56M

Top Sells

1
+$8.52M
2
+$7.14M
3
+$6.67M
4
MDLZ icon
Mondelez International
MDLZ
+$6.23M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.33M

Sector Composition

1 Technology 29.24%
2 Financials 14.17%
3 Healthcare 11.65%
4 Industrials 11.09%
5 Consumer Discretionary 10.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.45M 0.1%
50,620
-795
77
$2.39M 0.1%
9,163
78
$2.35M 0.1%
4,946
-50
79
$2.32M 0.1%
11,589
-350
80
$2.22M 0.09%
12,500
81
$2.19M 0.09%
9,232
-400
82
$2.09M 0.09%
13,438
+936
83
$2.02M 0.09%
37,867
-14
84
$2.02M 0.09%
17,611
+1,771
85
$1.98M 0.08%
44,220
86
$1.97M 0.08%
8,328
87
$1.93M 0.08%
4,044
88
$1.81M 0.08%
2,717
89
$1.79M 0.08%
23,725
90
$1.76M 0.07%
5,836
91
$1.71M 0.07%
5,616
92
$1.67M 0.07%
7,028
+3,613
93
$1.65M 0.07%
13,629
+170
94
$1.63M 0.07%
36,237
+9,588
95
$1.56M 0.07%
30,761
96
$1.47M 0.06%
3,215
97
$1.47M 0.06%
24,520
-4,500
98
$1.34M 0.06%
6,059
-42
99
$1.25M 0.05%
13,352
+160
100
$1.23M 0.05%
2,013
+7
2 3
4
5 6