BHIA
Birch Hill Investment Advisors Portfolio holdings
AUM
$2.25B
This Quarter Return
+4.21%
1 Year Return
+18.28%
3 Year Return
+75.71%
5 Year Return
+132.45%
10 Year Return
+333.01%
AUM
$955M
AUM Growth
+$955M
(+2.8%)
Cap. Flow
+$27.9M
Cap. Flow
% of AUM
2.92%
Top 10 Holdings %
Top 10 Hldgs %
36.16%
Holding
138
New
2
Increased
33
Reduced
65
Closed
4
Top Buys
| 1 |
Sysco
SYY
|
$9.9M |
| 2 |
Donaldson
DCI
|
$2.12M |
| 3 |
Capital One
COF
|
$1.69M |
| 4 |
Sanofi
SNY
|
$981K |
| 5 |
Amazon
AMZN
|
$911K |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$5.99M |
| 2 |
Marsh & McLennan
MMC
|
$1.82M |
| 3 |
GE Aerospace
GE
|
$1.51M |
| 4 |
Thermo Fisher Scientific
TMO
|
$1.23M |
| 5 |
Oracle
ORCL
|
$1.15M |
Sector Composition
| 1 | Technology | 16.27% |
| 2 | Financials | 15.94% |
| 3 | Healthcare | 14.25% |
| 4 | Industrials | 12.9% |
| 5 | Consumer Discretionary | 11.74% |
