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
$2.07B
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$2.73M
3
+$2.61M
4
WTS icon
Watts Water Technologies
WTS
+$2.25M
5
KR icon
Kroger
KR
+$2.2M

Top Sells

1
+$6.22M
2
+$2.5M
3
+$2.17M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.5M
5
FISV
Fiserv Inc
FISV
+$1.46M

Sector Composition

1 Technology 23.96%
2 Financials 14.7%
3 Healthcare 13.76%
4 Consumer Discretionary 12.05%
5 Industrials 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.11M 0.05%
5,000
102
$1.06M 0.05%
34,255
-1,800
103
$1.03M 0.05%
4,264
104
$997K 0.05%
20,355
105
$985K 0.05%
4,070
106
$975K 0.05%
+21,610
107
$942K 0.05%
9,787
108
$929K 0.04%
5,843
-784
109
$892K 0.04%
1,830
110
$866K 0.04%
1,502
+307
111
$852K 0.04%
215
112
$791K 0.04%
7,888
113
$785K 0.04%
28,042
+2,500
114
$728K 0.04%
2,912
115
$725K 0.04%
2,419
116
$702K 0.03%
+302,000
117
$694K 0.03%
3,813
+2,613
118
$690K 0.03%
5,818
119
$667K 0.03%
8,468
+312
120
$661K 0.03%
6,550
121
$660K 0.03%
+7,131
122
$646K 0.03%
2,765
123
$635K 0.03%
9,375
124
$629K 0.03%
2,013
125
$620K 0.03%
6,068
-1,189
3 4
5
6 7