BHIA

Birch Hill Investment Advisors Portfolio holdings

AUM $2.39B
1-Year Est. Return 20.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.25B
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$12.4M
3
+$8.67M
4
NEE icon
NextEra Energy
NEE
+$4.09M
5
BBJP icon
JPMorgan BetaBuilders Japan ETF
BBJP
+$2.53M

Top Sells

1
+$4.13M
2
+$3.95M
3
+$3.69M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.92M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.78M

Sector Composition

1 Technology 28.27%
2 Financials 15.04%
3 Healthcare 11.9%
4 Industrials 11.16%
5 Consumer Discretionary 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.31M 0.06%
29,020
-220
102
$1.26M 0.06%
6,880
-90
103
$1.24M 0.06%
215
-3
104
$1.19M 0.05%
12,192
+955
105
$1.16M 0.05%
4,264
106
$1.16M 0.05%
4,147
107
$1.16M 0.05%
16,274
-9,531
108
$1.14M 0.05%
2,006
-50
109
$1.1M 0.05%
19,919
-10,105
110
$1.09M 0.05%
1,649
111
$1.02M 0.05%
1,910
112
$1.02M 0.05%
1,386
+72
113
$996K 0.04%
5,471
114
$994K 0.04%
10,806
-20
115
$931K 0.04%
7,888
116
$859K 0.04%
13,345
-24,015
117
$853K 0.04%
4,365
-20
118
$845K 0.04%
8,537
-788
119
$830K 0.04%
+3,415
120
$778K 0.03%
5,108
-530
121
$776K 0.03%
7,051
122
$770K 0.03%
8,626
+145
123
$767K 0.03%
18,547
+6,626
124
$724K 0.03%
1,369
+2
125
$723K 0.03%
5,979
+440
3 4
5
6 7