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
$2.06B
AUM Growth
+$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$32.5M
2
+$23.8M
3
+$9.25M
4
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$8.69M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.16M

Top Sells

1
+$24.8M
2
+$18.8M
3
+$6.88M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$6.52M
5
MAS icon
Masco
MAS
+$4.77M

Sector Composition

1 Technology 22.9%
2 Financials 14.96%
3 Healthcare 14.16%
4 Consumer Discretionary 12.03%
5 Industrials 10.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.18M 0.06%
14,048
+3,092
102
$1.08M 0.05%
4,264
103
$1.02M 0.05%
4,070
-80
104
$1M 0.05%
20,355
105
$988K 0.05%
1,830
-60
106
$972K 0.05%
9,787
-26
107
$928K 0.05%
6,627
-322
108
$780K 0.04%
215
-13
109
$763K 0.04%
7,888
110
$727K 0.04%
2,912
-160
111
$709K 0.03%
25,542
-1,879
112
$704K 0.03%
+5,818
113
$701K 0.03%
2,419
114
$684K 0.03%
2,452
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115
$684K 0.03%
2,765
-103
116
$652K 0.03%
+8,156
117
$644K 0.03%
7,257
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118
$639K 0.03%
+15,800
119
$627K 0.03%
+1,195
120
$606K 0.03%
11,150
-3,845
121
$605K 0.03%
6,550
122
$576K 0.03%
2,521
+50
123
$572K 0.03%
2,013
124
$564K 0.03%
9,375
-453
125
$558K 0.03%
5,373
3 4
5
6 7