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
$1.68B
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$7.25M
3
+$2.07M
4
PRTC
PureTech Health
PRTC
+$1.66M
5
SPGI icon
S&P Global
SPGI
+$1.35M

Top Sells

1
+$7.26M
2
+$5.31M
3
+$2.54M
4
COST icon
Costco
COST
+$2.39M
5
AMZN icon
Amazon
AMZN
+$1.71M

Sector Composition

1 Technology 18.13%
2 Financials 15.29%
3 Healthcare 14.53%
4 Consumer Discretionary 12.97%
5 Consumer Staples 11.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$684K 0.04%
3,759
102
$659K 0.04%
5,450
-1,500
103
$615K 0.04%
4,659
104
$605K 0.04%
5,129
105
$602K 0.04%
1,752
106
$572K 0.03%
5,673
-18
107
$565K 0.03%
2,400
108
$563K 0.03%
10,467
-753
109
$508K 0.03%
6,846
110
$482K 0.03%
13,400
+5,000
111
$470K 0.03%
+7,787
112
$462K 0.03%
3,200
113
$458K 0.03%
6,626
114
$451K 0.03%
1,963
115
$428K 0.03%
12,334
-2,441
116
$415K 0.02%
9,700
117
$406K 0.02%
2,277
118
$402K 0.02%
+1,525
119
$402K 0.02%
1,800
-18
120
$397K 0.02%
4,800
121
$373K 0.02%
2,931
122
$366K 0.02%
2,400
123
$364K 0.02%
10,082
124
$357K 0.02%
1,813
125
$354K 0.02%
2,283
3 4
5
6 7