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
-$66.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$2.24M
3
+$2.13M
4
FTRE icon
Fortrea Holdings
FTRE
+$2.05M
5
IBM icon
IBM
IBM
+$645K

Top Sells

1
+$3.88M
2
+$2.81M
3
+$1.77M
4
UPS icon
United Parcel Service
UPS
+$1.48M
5
MAS icon
Masco
MAS
+$1.32M

Sector Composition

1 Technology 22.06%
2 Financials 15.34%
3 Healthcare 15.08%
4 Consumer Discretionary 10.89%
5 Consumer Staples 10.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$412K 0.02%
2,253
127
$400K 0.02%
+9,376
128
$386K 0.02%
5,848
129
$382K 0.02%
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130
$349K 0.02%
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-40
131
$333K 0.02%
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-251
132
$327K 0.02%
1,663
+189
133
$320K 0.02%
1,065
-20
134
$319K 0.02%
633
+16
135
$306K 0.02%
6,200
+1,300
136
$295K 0.02%
20,161
+1,379
137
$284K 0.02%
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138
$283K 0.02%
8,253
139
$280K 0.02%
2,522
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140
$261K 0.02%
1,151
141
$253K 0.02%
+3,104
142
$248K 0.01%
1,240
143
$245K 0.01%
536
144
$243K 0.01%
770
145
$237K 0.01%
2,600
146
$236K 0.01%
439
147
$231K 0.01%
2,000
148
$230K 0.01%
+2,915
149
$227K 0.01%
5,400
150
$223K 0.01%
3,480
3 4 5
6
7