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
$2.13B
AUM Growth
+$61.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$2.9M
3
+$2.31M
4
LECO icon
Lincoln Electric
LECO
+$1.48M
5
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$774K

Top Sells

1
+$7.56M
2
+$2.35M
3
+$2.28M
4
COST icon
Costco
COST
+$2.23M
5
KR icon
Kroger
KR
+$2.03M

Sector Composition

1 Technology 25.03%
2 Financials 15.54%
3 Healthcare 12.98%
4 Consumer Discretionary 10.47%
5 Industrials 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.18M 0.06%
20,355
102
$1.1M 0.05%
5,843
103
$1.07M 0.05%
4,073
+3
104
$1.06M 0.05%
4,264
105
$1.02M 0.05%
9,787
106
$1.01M 0.05%
24,193
-4,540
107
$925K 0.04%
1,830
108
$909K 0.04%
7,888
109
$906K 0.04%
215
110
$881K 0.04%
1,502
111
$820K 0.04%
4,600
-400
112
$810K 0.04%
5,928
-140
113
$810K 0.04%
2,912
114
$774K 0.04%
+27,502
115
$768K 0.04%
26,542
-1,500
116
$757K 0.04%
9,375
117
$752K 0.04%
3,813
118
$746K 0.04%
31,800
-2,455
119
$746K 0.04%
5,818
120
$733K 0.03%
6,550
121
$713K 0.03%
8,468
122
$683K 0.03%
7,131
123
$667K 0.03%
2,765
124
$656K 0.03%
5,400
125
$645K 0.03%
2,003
-10
3 4
5
6 7