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
$1.6B
AUM Growth
-$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$28.7M
2
+$5.19M
3
+$3.02M
4
WTS icon
Watts Water Technologies
WTS
+$1.95M
5
AMZN icon
Amazon
AMZN
+$1.84M

Top Sells

1
+$15.2M
2
+$10.6M
3
+$6.4M
4
NTR icon
Nutrien
NTR
+$5.4M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$4.75M

Sector Composition

1 Technology 18.72%
2 Healthcare 18.36%
3 Financials 17.09%
4 Industrials 11.08%
5 Consumer Discretionary 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$753K 0.05%
4,214
102
$744K 0.05%
3,018
-111
103
$708K 0.04%
10,946
104
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3,132
105
$688K 0.04%
45,400
+6,100
106
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1,920
107
$597K 0.04%
7,046
-200
108
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27,610
-11,594
109
$577K 0.04%
4,239
110
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2,419
111
$544K 0.03%
311
112
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5,400
113
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2,113
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114
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2,762
115
$453K 0.03%
+11,430
116
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1,525
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117
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118
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119
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120
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2,123
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121
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122
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3,315
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123
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9,363
-2,934
124
$370K 0.02%
2,283
125
$363K 0.02%
6,166
-330
3 4
5
6 7