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
$1.5B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$28.8M
2
+$7.88M
3
+$2.6M
4
UBER icon
Uber
UBER
+$2.52M
5
WTS icon
Watts Water Technologies
WTS
+$1.39M

Top Sells

1
+$8.1M
2
+$7.6M
3
+$4.46M
4
MSFT icon
Microsoft
MSFT
+$2.7M
5
DCI icon
Donaldson
DCI
+$1.71M

Sector Composition

1 Technology 18.82%
2 Healthcare 14.96%
3 Financials 14.01%
4 Consumer Discretionary 12.69%
5 Consumer Staples 12.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$282K 0.02%
2,400
127
$269K 0.02%
2,585
128
$268K 0.02%
6,666
129
$266K 0.02%
1,600
130
$263K 0.02%
874
131
$242K 0.02%
1,468
132
$242K 0.02%
1,800
133
$235K 0.02%
1,255
-54
134
$223K 0.01%
770
135
$215K 0.01%
3,480
136
$213K 0.01%
+1,151
137
$213K 0.01%
13,676
-2,200
138
$213K 0.01%
+2,200
139
$208K 0.01%
3,751
-78
140
$203K 0.01%
+973
141
$201K 0.01%
+885
142
– –
-7,749
143
– –
-21,900
144
– –
-4,593
2 3 4 5
6