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
$1.36B
AUM Growth
+$222M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$15.8M
3
+$8.66M
4
MA icon
Mastercard
MA
+$6.22M
5
OTIS icon
Otis Worldwide
OTIS
+$2.62M

Top Sells

1
+$6.2M
2
+$5.21M
3
+$4M
4
FDX icon
FedEx
FDX
+$3.11M
5
TJX icon
TJX Companies
TJX
+$2.8M

Sector Composition

1 Technology 17.59%
2 Healthcare 15.58%
3 Financials 14.14%
4 Consumer Discretionary 12.96%
5 Consumer Staples 11.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$497K 0.04%
1,752
-156
102
$476K 0.03%
3,759
103
$473K 0.03%
5,691
-150
104
$463K 0.03%
1,963
105
$416K 0.03%
12,234
-14,109
106
$406K 0.03%
9,700
107
$403K 0.03%
18,175
+398
108
$399K 0.03%
4,659
109
$392K 0.03%
6,264
-470
110
$388K 0.03%
7,096
-480
111
$381K 0.03%
2,277
+800
112
$379K 0.03%
6,626
-106
113
$373K 0.03%
6,993
-540
114
$358K 0.03%
10,200
+1,000
115
$346K 0.03%
+4,800
116
$339K 0.02%
3,200
117
$336K 0.02%
4,800
118
$332K 0.02%
1,012
119
$327K 0.02%
1,818
-150
120
$315K 0.02%
874
121
$292K 0.02%
15,876
-13,910
122
$291K 0.02%
2,931
123
$289K 0.02%
10,082
124
$284K 0.02%
1,813
125
$282K 0.02%
6,666
2 3 4
5
6