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
$1.87B
AUM Growth
-$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$37.3M
2
+$2.56M
3
+$1.56M
4
TJX icon
TJX Companies
TJX
+$908K
5
ALC icon
Alcon
ALC
+$863K

Top Sells

1
+$15.8M
2
+$7.16M
3
+$7.15M
4
META icon
Meta Platforms (Facebook)
META
+$7.03M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.25M

Sector Composition

1 Technology 19.15%
2 Financials 17.94%
3 Healthcare 16.71%
4 Consumer Discretionary 10.82%
5 Consumer Staples 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$429K 0.02%
3,270
127
$420K 0.02%
1,474
128
$404K 0.02%
7,893
-818
129
$401K 0.02%
11,522
130
$397K 0.02%
2,283
131
$397K 0.02%
7,200
132
$371K 0.02%
10,233
133
$370K 0.02%
13,000
134
$367K 0.02%
2,400
135
$362K 0.02%
4,550
136
$312K 0.02%
1,440
-160
137
$308K 0.02%
550
138
$297K 0.02%
874
139
$295K 0.02%
1,600
140
$282K 0.02%
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141
$276K 0.01%
2,485
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142
$273K 0.01%
2,000
143
$271K 0.01%
1,151
144
$265K 0.01%
5,805
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145
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519
146
$260K 0.01%
770
147
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531
148
$256K 0.01%
6,846
149
$254K 0.01%
1,250
150
$239K 0.01%
1,800
3 4 5
6
7