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
$956M
AUM Growth
+$40.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$18.8M
3
+$10M
4
GWW icon
W.W. Grainger
GWW
+$3.8M
5
EBAY icon
eBay
EBAY
+$2.65M

Top Sells

1
+$27.7M
2
+$9.77M
3
+$8.6M
4
GE icon
GE Aerospace
GE
+$7M
5
PYPL icon
PayPal
PYPL
+$6.65M

Sector Composition

1 Healthcare 16.87%
2 Financials 15.4%
3 Consumer Discretionary 14.49%
4 Technology 12.77%
5 Industrials 12.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$206K 0.02%
+3,126
127
$204K 0.02%
5,140
-600
128
– –
-2,968
129
– –
-56,248
130
– –
-1,965
131
– –
-4,300
132
– –
-6,022
133
– –
-3,695
134
– –
-2,906
135
– –
-56,530
2 3 4 5
6