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
$1.74B
AUM Growth
+$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$2.83M
3
+$2.16M
4
STZ icon
Constellation Brands
STZ
+$1.82M
5
FISV
Fiserv Inc
FISV
+$1.56M

Top Sells

1
+$7.37M
2
+$5.77M
3
+$2.91M
4
GNTX icon
Gentex
GNTX
+$2.65M
5
UPS icon
United Parcel Service
UPS
+$1.88M

Sector Composition

1 Technology 22.23%
2 Healthcare 15.74%
3 Financials 14.76%
4 Industrials 11.54%
5 Consumer Staples 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$871K 0.05%
5,985
+1,440
102
$799K 0.05%
296
-15
103
$797K 0.05%
3,018
104
$789K 0.05%
10,806
+880
105
$783K 0.04%
4,264
106
$761K 0.04%
9,088
-2,990
107
$708K 0.04%
7,888
108
$702K 0.04%
3,297
+165
109
$610K 0.04%
6,962
-1,768
110
$600K 0.03%
2,419
111
$568K 0.03%
15,267
-2,122
112
$527K 0.03%
5,400
113
$513K 0.03%
5,373
-100
114
$498K 0.03%
6,650
-1,850
115
$492K 0.03%
3,315
116
$487K 0.03%
9,303
-60
117
$458K 0.03%
2,063
118
$446K 0.03%
2,559
119
$444K 0.03%
6,582
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120
$441K 0.03%
2,218
-413
121
$434K 0.02%
5,848
122
$414K 0.02%
1,583
-112
123
$405K 0.02%
1,012
124
$392K 0.02%
6,500
125
$387K 0.02%
2,253
3 4
5
6 7