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
$1.36B
AUM Growth
+$222M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$15.8M
3
+$8.66M
4
MA icon
Mastercard
MA
+$6.22M
5
OTIS icon
Otis Worldwide
OTIS
+$2.62M

Top Sells

1
+$6.2M
2
+$5.21M
3
+$4M
4
FDX icon
FedEx
FDX
+$3.11M
5
TJX icon
TJX Companies
TJX
+$2.8M

Sector Composition

1 Technology 17.59%
2 Healthcare 15.58%
3 Financials 14.14%
4 Consumer Discretionary 12.96%
5 Consumer Staples 11.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$268K 0.02%
1,600
127
$267K 0.02%
1
128
$260K 0.02%
2,283
129
$253K 0.02%
7,749
130
$241K 0.02%
+4,593
131
$237K 0.02%
2,585
+100
132
$225K 0.02%
1,309
-471
133
$219K 0.02%
+2,400
134
$215K 0.02%
+3,480
135
$212K 0.02%
+1,468
136
$212K 0.02%
+770
137
$206K 0.02%
+1,800
138
$203K 0.01%
+3,829
139
$78K 0.01%
21,900
-17,676
140
– –
-32,100
141
– –
-3,667
142
– –
-960
2 3 4 5
6