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
$1.14B
AUM Growth
-$372M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$3.74M
3
+$2.46M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.53M
5
BXP icon
Boston Properties
BXP
+$1.28M

Top Sells

1
+$26.1M
2
+$21.2M
3
+$13.8M
4
COF icon
Capital One
COF
+$10.1M
5
SYF icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$415K 0.04%
5,841
-50
102
$401K 0.04%
29,786
-7,025
103
$398K 0.03%
1,963
104
$368K 0.03%
7,533
105
$350K 0.03%
4,800
106
$349K 0.03%
4,659
-1,453
107
$346K 0.03%
7,576
+1,200
108
$340K 0.03%
6,734
-200,586
109
$336K 0.03%
+6,732
110
$300K 0.03%
9,200
-9,825
111
$292K 0.03%
1,968
-50
112
$287K 0.03%
10,082
113
$286K 0.03%
17,777
-274,647
114
$272K 0.02%
1
115
$271K 0.02%
6,666
116
$270K 0.02%
7,749
117
$268K 0.02%
3,200
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118
$264K 0.02%
1,012
119
$252K 0.02%
1,780
120
$249K 0.02%
2,931
-1,857
121
$233K 0.02%
2,283
122
$232K 0.02%
874
123
$231K 0.02%
1,600
124
$224K 0.02%
2,485
125
$222K 0.02%
1,813
3 4
5
6 7