BHIA
Birch Hill Investment Advisors Portfolio holdings
AUM
$2.25B
This Quarter Return
+0.15%
1 Year Return
+18.28%
3 Year Return
+75.71%
5 Year Return
+132.45%
10 Year Return
+333.01%
AUM
$1.86B
AUM Growth
+$1.86B
(-0.09%)
Cap. Flow
-$2.66M
Cap. Flow
% of AUM
-0.14%
Top 10 Holdings %
Top 10 Hldgs %
40.37%
Holding
168
New
6
Increased
68
Reduced
45
Closed
1
Top Buys
| 1 |
Masco
MAS
|
$3.05M |
| 2 |
Ingersoll Rand
IR
|
$1.62M |
| 3 |
Gentex
GNTX
|
$1.58M |
| 4 |
Johnson & Johnson
JNJ
|
$1.32M |
| 5 |
Uber
UBER
|
$1.18M |
Top Sells
| 1 |
GE Aerospace
GE
|
$4.64M |
| 2 |
Donaldson
DCI
|
$2.44M |
| 3 |
Microsoft
MSFT
|
$2.15M |
| 4 |
Nutrien
NTR
|
$2.13M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$1.95M |
Sector Composition
| 1 | Technology | 17.52% |
| 2 | Financials | 17.49% |
| 3 | Healthcare | 15.46% |
| 4 | Consumer Discretionary | 11.49% |
| 5 | Communication Services | 10.07% |
