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
$1.74B
AUM Growth
+$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$2.83M
3
+$2.16M
4
STZ icon
Constellation Brands
STZ
+$1.82M
5
FISV
Fiserv Inc
FISV
+$1.56M

Top Sells

1
+$7.37M
2
+$5.77M
3
+$2.91M
4
GNTX icon
Gentex
GNTX
+$2.65M
5
UPS icon
United Parcel Service
UPS
+$1.88M

Sector Composition

1 Technology 22.23%
2 Healthcare 15.74%
3 Financials 14.76%
4 Industrials 11.54%
5 Consumer Staples 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$381K 0.02%
1,603
+591
127
$370K 0.02%
2,077
-200
128
$346K 0.02%
18,782
+6,916
129
$334K 0.02%
1,474
130
$329K 0.02%
8,253
131
$313K 0.02%
1,800
132
$313K 0.02%
19,623
-4,571
133
$311K 0.02%
1,085
-1,960
134
$310K 0.02%
1,240
135
$297K 0.02%
617
+98
136
$293K 0.02%
2,600
137
$286K 0.02%
2,400
138
$276K 0.02%
5,900
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139
$271K 0.02%
1,151
140
$268K 0.02%
770
141
$267K 0.02%
3,480
142
$257K 0.01%
536
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143
$255K 0.01%
4,900
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144
$245K 0.01%
5,400
145
$233K 0.01%
6,846
146
$233K 0.01%
2,637
147
$224K 0.01%
2,000
148
$221K 0.01%
4,550
149
$221K 0.01%
1,134
150
$219K 0.01%
2,485
3 4 5
6
7