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
$2.06B
AUM Growth
+$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$32.5M
2
+$23.8M
3
+$9.25M
4
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$8.69M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.16M

Top Sells

1
+$24.8M
2
+$18.8M
3
+$6.88M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$6.52M
5
MAS icon
Masco
MAS
+$4.77M

Sector Composition

1 Technology 22.9%
2 Financials 14.96%
3 Healthcare 14.16%
4 Consumer Discretionary 12.03%
5 Industrials 10.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$517K 0.03%
1,065
127
$517K 0.03%
12,312
-528
128
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2,250
-109
129
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2,219
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130
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5,400
131
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3,315
132
$479K 0.02%
8,831
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133
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134
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2,702
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135
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6,500
136
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5,248
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137
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138
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768
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139
$366K 0.02%
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140
$365K 0.02%
2,825
141
$350K 0.02%
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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
$293K 0.01%
1,425
-182
149
$291K 0.01%
7,844
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150
$290K 0.01%
7,214
-24,831
4 5
6
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