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
$1.87B
AUM Growth
-$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$37.3M
2
+$2.56M
3
+$1.56M
4
TJX icon
TJX Companies
TJX
+$908K
5
ALC icon
Alcon
ALC
+$863K

Top Sells

1
+$15.8M
2
+$7.16M
3
+$7.15M
4
META icon
Meta Platforms (Facebook)
META
+$7.03M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.25M

Sector Composition

1 Technology 19.15%
2 Financials 17.94%
3 Healthcare 16.71%
4 Consumer Discretionary 10.82%
5 Consumer Staples 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$968K 0.05%
4,069
-15
102
$951K 0.05%
2,290
103
$939K 0.05%
4,214
104
$881K 0.05%
7,888
105
$854K 0.05%
10,946
106
$815K 0.04%
3,132
107
$812K 0.04%
3,129
108
$745K 0.04%
4,239
109
$730K 0.04%
311
110
$700K 0.04%
39,204
-584
111
$610K 0.03%
12,297
-4,575
112
$592K 0.03%
7,246
-500
113
$587K 0.03%
2,762
114
$560K 0.03%
2,419
-425
115
$527K 0.03%
5,473
116
$526K 0.03%
2,309
-200
117
$512K 0.03%
1,425
118
$511K 0.03%
1,547
119
$507K 0.03%
5,400
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120
$501K 0.03%
2,073
121
$460K 0.02%
9,495
122
$452K 0.02%
6,496
123
$446K 0.02%
1,700
-50
124
$439K 0.02%
1,012
125
$438K 0.02%
2,427
-150
3 4
5
6 7