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
-$66.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$2.24M
3
+$2.13M
4
FTRE icon
Fortrea Holdings
FTRE
+$2.05M
5
IBM icon
IBM
IBM
+$645K

Top Sells

1
+$3.88M
2
+$2.81M
3
+$1.77M
4
UPS icon
United Parcel Service
UPS
+$1.48M
5
MAS icon
Masco
MAS
+$1.32M

Sector Composition

1 Technology 22.06%
2 Financials 15.34%
3 Healthcare 15.08%
4 Consumer Discretionary 10.89%
5 Consumer Staples 10.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$909K 0.05%
20,355
102
$841K 0.05%
4,038
103
$838K 0.05%
4,264
104
$826K 0.05%
1,890
105
$780K 0.05%
3,018
106
$748K 0.04%
10,806
107
$732K 0.04%
3,330
+33
108
$711K 0.04%
9,088
109
$700K 0.04%
227
-69
110
$696K 0.04%
7,888
111
$641K 0.04%
2,419
112
$622K 0.04%
7,052
+90
113
$554K 0.03%
2,063
114
$530K 0.03%
6,650
115
$500K 0.03%
5,400
116
$496K 0.03%
9,303
117
$475K 0.03%
2,063
+460
118
$467K 0.03%
7,255
+673
119
$464K 0.03%
5,373
120
$443K 0.03%
1,012
121
$430K 0.03%
3,315
122
$421K 0.03%
+10,240
123
$419K 0.03%
2,218
124
$418K 0.03%
6,500
125
$415K 0.02%
12,817
-2,450
3 4
5
6 7