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
$1.13B
AUM Growth
-$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$1.96M
3
+$1.54M
4
DCI icon
Donaldson
DCI
+$927K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$496K

Top Sells

1
+$14.7M
2
+$13.8M
3
+$6.85M
4
COF icon
Capital One
COF
+$3.01M
5
C icon
Citigroup
C
+$2.68M

Sector Composition

1 Healthcare 18.6%
2 Consumer Discretionary 16.29%
3 Financials 16.04%
4 Industrials 14.02%
5 Technology 11.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$465K 0.04%
6,289
-40
102
$462K 0.04%
4,200
103
$427K 0.04%
3,974
104
$424K 0.04%
9,282
-300
105
$397K 0.04%
2,756
-23
106
$397K 0.04%
6,726
107
$390K 0.03%
2,263
108
$389K 0.03%
4,256
-155
109
$374K 0.03%
8,650
-195
110
$363K 0.03%
2,250
-100
111
$345K 0.03%
3,900
112
$331K 0.03%
10,632
113
$325K 0.03%
1,462
+198
114
$290K 0.03%
6,125
-2,550
115
$268K 0.02%
5,595
116
$267K 0.02%
1,835
-40
117
$254K 0.02%
3,126
118
$249K 0.02%
1,761
-50
119
$232K 0.02%
5,090
120
$222K 0.02%
6,666
121
$211K 0.02%
1,864
122
$208K 0.02%
+2,472
123
$208K 0.02%
1,234
124
$206K 0.02%
3,800
125
$202K 0.02%
3,651
+51
2 3 4
5
6