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
$1.68B
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$13.4M
3
+$6.64M
4
UBER icon
Uber
UBER
+$1.82M
5
SPGI icon
S&P Global
SPGI
+$1.38M

Top Sells

1
+$6.86M
2
+$4.82M
3
+$2.45M
4
COST icon
Costco
COST
+$2.37M
5
AMZN icon
Amazon
AMZN
+$1.68M

Sector Composition

1 Technology 18.13%
2 Financials 15.29%
3 Healthcare 14.53%
4 Consumer Discretionary 12.97%
5 Consumer Staples 11.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$348K 0.02%
1
127
$336K 0.02%
1,012
128
$315K 0.02%
6,666
129
$314K 0.02%
874
130
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131
$303K 0.02%
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132
$283K 0.02%
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133
$272K 0.02%
+7,749
134
$269K 0.02%
1,800
135
$266K 0.02%
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136
$255K 0.02%
1,600
137
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138
$245K 0.01%
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139
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140
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7,691
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141
$223K 0.01%
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142
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143
$221K 0.01%
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144
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146
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147
$211K 0.01%
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148
$206K 0.01%
+3,883
149
$205K 0.01%
3,480
150
$202K 0.01%
2,200
3 4 5
6
7