BHIA
Birch Hill Investment Advisors Portfolio holdings
AUM
$2.25B
This Quarter Return
+18.13%
1 Year Return
+18.28%
3 Year Return
+75.71%
5 Year Return
+132.45%
10 Year Return
+333.01%
AUM
$1.36B
AUM Growth
+$1.36B
(+19%)
Cap. Flow
+$61.8M
Cap. Flow
% of AUM
4.53%
Top 10 Holdings %
Top 10 Hldgs %
45.13%
Holding
142
New
13
Increased
38
Reduced
58
Closed
3
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
$22.5M |
| 2 |
Edwards Lifesciences
EW
|
$19.6M |
| 3 |
Constellation Brands
STZ
|
$15.8M |
| 4 |
Mondelez International
MDLZ
|
$8.66M |
| 5 |
Mastercard
MA
|
$6.22M |
Top Sells
| 1 |
Microsoft
MSFT
|
$5.21M |
| 2 |
Wabtec
WAB
|
$4M |
| 3 |
FedEx
FDX
|
$3.11M |
| 4 |
TJX Companies
TJX
|
$2.8M |
| 5 |
Apple
AAPL
|
$2.72M |
Sector Composition
| 1 | Technology | 17.59% |
| 2 | Healthcare | 15.58% |
| 3 | Financials | 14.14% |
| 4 | Consumer Discretionary | 12.96% |
| 5 | Consumer Staples | 11.73% |
