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

Top Buys

1
+$37.4M
2
+$2.53M
3
+$1.56M
4
TJX icon
TJX Companies
TJX
+$1M
5
ALC icon
Alcon
ALC
+$841K

Top Sells

1
+$12.6M
2
+$7.9M
3
+$7.42M
4
MSFT icon
Microsoft
MSFT
+$6.98M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.81M

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
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129
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130
$397K 0.02%
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131
$397K 0.02%
7,200
132
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133
$370K 0.02%
13,000
134
$367K 0.02%
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135
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4,550
136
$312K 0.02%
1,440
-160
137
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550
138
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874
139
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140
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141
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142
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143
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144
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145
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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
$239K 0.01%
1,800
3 4 5
6
7