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
$1.5B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$28.8M
2
+$7.88M
3
+$2.6M
4
UBER icon
Uber
UBER
+$2.52M
5
WTS icon
Watts Water Technologies
WTS
+$1.39M

Top Sells

1
+$8.1M
2
+$7.6M
3
+$4.46M
4
MSFT icon
Microsoft
MSFT
+$2.7M
5
DCI icon
Donaldson
DCI
+$1.71M

Sector Composition

1 Technology 18.82%
2 Healthcare 14.96%
3 Financials 14.01%
4 Consumer Discretionary 12.69%
5 Consumer Staples 12.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$561K 0.04%
3,759
102
$558K 0.04%
326
-60
103
$539K 0.04%
1,752
104
$512K 0.03%
5,691
105
$499K 0.03%
1,963
106
$450K 0.03%
6,264
107
$431K 0.03%
4,659
108
$426K 0.03%
6,846
-250
109
$416K 0.03%
6,887
-106
110
$403K 0.03%
2,277
111
$399K 0.03%
6,626
112
$391K 0.03%
3,200
113
$387K 0.03%
14,775
-3,400
114
$360K 0.02%
4,800
115
$356K 0.02%
1,818
116
$348K 0.02%
11,220
-1,014
117
$346K 0.02%
1,813
118
$344K 0.02%
9,700
119
$343K 0.02%
2,400
-2,400
120
$339K 0.02%
1,012
121
$326K 0.02%
2,931
122
$321K 0.02%
8,400
-1,800
123
$320K 0.02%
1
124
$295K 0.02%
10,082
125
$292K 0.02%
2,283
2 3 4
5
6