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
$1.14B
AUM Growth
-$372M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$3.74M
3
+$2.46M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.53M
5
BXP icon
Boston Properties
BXP
+$1.28M

Top Sells

1
+$26.1M
2
+$21.2M
3
+$13.8M
4
COF icon
Capital One
COF
+$10.1M
5
SYF icon
Synchrony
SYF
+$4.42M

Sector Composition

1 Technology 17.53%
2 Healthcare 16.78%
3 Financials 14.3%
4 Consumer Discretionary 12.86%
5 Consumer Staples 11.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$219K 0.02%
1,477
127
$150K 0.01%
39,576
+1,768
128
$68K 0.01%
3,667
129
$7K ﹤0.01%
960
130
– –
-2,548
131
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-5,213
132
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-2,250
133
– –
-4,512
134
– –
-14,431
135
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-4,042
136
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-3,255
137
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-3,829
138
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-382,519
139
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-1,925
140
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-2,357
141
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-4,200
142
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-583
143
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-4,800
144
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-1,800
145
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-3,500
146
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-2,400
147
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-973
148
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-1,785
149
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-4,485
150
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-2,200
3 4 5
6
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