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

Top Buys

1
+$23.3M
2
+$7.25M
3
+$2.07M
4
PRTC
PureTech Health
PRTC
+$1.66M
5
SPGI icon
S&P Global
SPGI
+$1.35M

Top Sells

1
+$7.26M
2
+$5.31M
3
+$2.54M
4
COST icon
Costco
COST
+$2.39M
5
AMZN icon
Amazon
AMZN
+$1.71M

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%
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130
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134
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136
$255K 0.02%
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139
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140
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141
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144
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146
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147
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148
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149
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150
$202K 0.01%
2,200
3 4 5
6
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