BHIA
Birch Hill Investment Advisors Portfolio holdings
AUM
$2.25B
This Quarter Return
+9.68%
1 Year Return
+18.28%
3 Year Return
+75.71%
5 Year Return
+132.45%
10 Year Return
+333.01%
AUM
$1.5B
AUM Growth
+$1.5B
(+10%)
Cap. Flow
+$69.9M
Cap. Flow
% of AUM
4.65%
Top 10 Holdings %
Top 10 Hldgs %
43.68%
Holding
144
New
5
Increased
33
Reduced
52
Closed
3
Top Buys
| 1 |
Apple
AAPL
|
$46.6M |
| 2 |
Intel
INTC
|
$28.8M |
| 3 |
Constellation Brands
STZ
|
$7.88M |
| 4 |
Mondelez International
MDLZ
|
$2.6M |
| 5 |
Uber
UBER
|
$2.52M |
Top Sells
| 1 |
Wabtec
WAB
|
$8.1M |
| 2 |
Amazon
AMZN
|
$4.46M |
| 3 |
Microsoft
MSFT
|
$2.7M |
| 4 |
Donaldson
DCI
|
$1.71M |
| 5 |
RTX Corp
RTX
|
$1.14M |
Sector Composition
| 1 | Technology | 18.82% |
| 2 | Healthcare | 14.96% |
| 3 | Financials | 14.01% |
| 4 | Consumer Discretionary | 12.69% |
| 5 | Consumer Staples | 12.56% |
