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
$2.15B
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$4.66M
3
+$3.35M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.94M
5
WTS icon
Watts Water Technologies
WTS
+$2.43M

Top Sells

1
+$15.2M
2
+$7.33M
3
+$3.47M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.91M
5
MBLY icon
Mobileye
MBLY
+$2.69M

Sector Composition

1 Technology 25.67%
2 Financials 15.2%
3 Healthcare 12.34%
4 Consumer Discretionary 11.35%
5 Industrials 10.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.19M 0.06%
4,264
102
$1.17M 0.05%
+35,050
103
$1.15M 0.05%
27,502
104
$1.15M 0.05%
2,128
-324
105
$1.1M 0.05%
28,880
+1,191
106
$1.08M 0.05%
218
+3
107
$1.08M 0.05%
20,085
-270
108
$1.07M 0.05%
4,065
-8
109
$975K 0.05%
5,843
110
$961K 0.04%
10,876
-3,172
111
$942K 0.04%
2,333
+879
112
$934K 0.04%
1,502
113
$891K 0.04%
9,625
-162
114
$883K 0.04%
23,531
-662
115
$874K 0.04%
9,673
+298
116
$850K 0.04%
7,888
117
$849K 0.04%
+6,460
118
$763K 0.04%
1,302
+202
119
$761K 0.04%
5,898
-30
120
$759K 0.04%
14,300
-1,500
121
$757K 0.04%
1,830
122
$713K 0.03%
3,734
-79
123
$706K 0.03%
6,950
-181
124
$683K 0.03%
8,973
+505
125
$668K 0.03%
2,912
3 4
5
6 7