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

Top Buys

1
+$4.7M
2
+$4.61M
3
+$3.22M
4
BXP icon
Boston Properties
BXP
+$1.79M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.78M

Top Sells

1
+$32M
2
+$27.6M
3
+$17.6M
4
EBAY icon
eBay
EBAY
+$13.8M
5
SYF icon
Synchrony
SYF
+$8.01M

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
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-4,512
134
– –
-14,431
135
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-9,660
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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-583
142
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-4,800
143
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-1,800
144
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-3,500
145
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-2,400
146
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-973
147
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-1,225
148
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-4,200
149
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-1,785
150
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-4,485
3 4 5
6
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