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
$2.11B
AUM Growth
-$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$13.5M
3
+$10.2M
4
WTS icon
Watts Water Technologies
WTS
+$3.09M
5
AAPL icon
Apple
AAPL
+$2.47M

Top Sells

1
+$24.6M
2
+$12.7M
3
+$11.9M
4
FISV
Fiserv Inc
FISV
+$8.54M
5
GNTX icon
Gentex
GNTX
+$4.19M

Sector Composition

1 Technology 26.89%
2 Financials 16.87%
3 Healthcare 12.29%
4 Industrials 10.31%
5 Consumer Discretionary 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.22M 0.06%
6,970
102
$1.17M 0.06%
5,843
103
$1.14M 0.05%
29,240
+360
104
$1.12M 0.05%
30,761
+3,259
105
$1.08M 0.05%
19,335
-750
106
$1.07M 0.05%
4,147
+82
107
$1.06M 0.05%
2,056
-72
108
$1.02M 0.05%
4,264
109
$1M 0.05%
218
110
$986K 0.05%
11,237
+1,564
111
$962K 0.05%
9,325
-300
112
$962K 0.05%
7,888
113
$921K 0.04%
10,826
-50
114
$894K 0.04%
1,649
+147
115
$868K 0.04%
5,471
116
$836K 0.04%
4,385
+651
117
$828K 0.04%
5,638
-260
118
$802K 0.04%
1,910
+80
119
$757K 0.04%
1,314
+12
120
$722K 0.03%
31,800
121
$697K 0.03%
3,402
+490
122
$693K 0.03%
8,481
-492
123
$678K 0.03%
5,992
-10,521
124
$673K 0.03%
2,160
+115
125
$673K 0.03%
5,539
+3,070
3 4
5
6 7