BHIA

Birch Hill Investment Advisors Portfolio holdings

AUM $2.23B
1-Year Est. Return 15.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.37B
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$30.5M
2
+$15.5M
3
+$8.78M
4
CHWY icon
Chewy
CHWY
+$4.91M
5
BXP icon
Boston Properties
BXP
+$4.56M

Top Sells

1
+$8.52M
2
+$7.14M
3
+$6.67M
4
MDLZ icon
Mondelez International
MDLZ
+$6.23M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.33M

Sector Composition

1 Technology 29.24%
2 Financials 14.17%
3 Healthcare 11.65%
4 Industrials 11.09%
5 Consumer Discretionary 10.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.23M 0.05%
16,736
+148
102
$1.22M 0.05%
1,910
103
$1.21M 0.05%
11,737
-455
104
$1.2M 0.05%
20,091
105
$1.17M 0.05%
34,750
+2,950
106
$1.16M 0.05%
5,375
107
$1.15M 0.05%
6,880
108
$1.11M 0.05%
4,264
109
$1.04M 0.04%
12,481
-2,500
110
$1.03M 0.04%
10,706
-100
111
$1.02M 0.04%
1,386
112
$1.01M 0.04%
62,488
-83,483
113
$985K 0.04%
2,215
+20
114
$976K 0.04%
7,888
115
$893K 0.04%
4,323
-42
116
$889K 0.04%
12,754
-3,520
117
$887K 0.04%
5,471
118
$867K 0.04%
5,588
+480
119
$851K 0.04%
7,051
120
$842K 0.04%
1,369
121
$837K 0.04%
4,586
122
$803K 0.03%
8,635
+9
123
$798K 0.03%
6,194
+215
124
$791K 0.03%
12,505
-7,414
125
$790K 0.03%
17,522
-1,025
3 4
5
6 7