BHIA
Birch Hill Investment Advisors Portfolio holdings
AUM
$2.25B
This Quarter Return
-17.26%
1 Year Return
+18.28%
3 Year Return
+75.71%
5 Year Return
+132.45%
10 Year Return
+333.01%
AUM
$1.14B
AUM Growth
+$1.14B
(-25%)
Cap. Flow
-$75M
Cap. Flow
% of AUM
-6.57%
Top 10 Holdings %
Top 10 Hldgs %
45.89%
Holding
151
New
2
Increased
36
Reduced
60
Closed
22
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
$4M |
| 2 |
Constellation Brands
STZ
|
$3.74M |
| 3 |
Walt Disney
DIS
|
$2.46M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$1.53M |
| 5 |
Boston Properties
BXP
|
$1.28M |
Top Sells
| 1 |
Comcast
CMCSA
|
$26.1M |
| 2 |
Booking.com
BKNG
|
$21.2M |
| 3 |
eBay
EBAY
|
$13.8M |
| 4 |
Capital One
COF
|
$10.1M |
| 5 |
Synchrony
SYF
|
$4.42M |
Sector Composition
| 1 | Technology | 17.53% |
| 2 | Healthcare | 16.78% |
| 3 | Financials | 14.3% |
| 4 | Consumer Discretionary | 12.86% |
| 5 | Consumer Staples | 11.27% |
