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
$2.07B
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$2.73M
3
+$2.61M
4
WTS icon
Watts Water Technologies
WTS
+$2.25M
5
KR icon
Kroger
KR
+$2.2M

Top Sells

1
+$6.22M
2
+$2.5M
3
+$2.17M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.5M
5
FISV
Fiserv Inc
FISV
+$1.46M

Sector Composition

1 Technology 23.96%
2 Financials 14.7%
3 Healthcare 13.76%
4 Consumer Discretionary 12.05%
5 Industrials 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$568K 0.03%
11,150
127
$553K 0.03%
1,096
+31
128
$550K 0.03%
2,521
129
$550K 0.03%
5,373
130
$547K 0.03%
5,400
131
$539K 0.03%
15,800
132
$538K 0.03%
2,702
133
$521K 0.03%
2,250
134
$508K 0.02%
12,312
135
$485K 0.02%
2,219
136
$469K 0.02%
6,500
137
$417K 0.02%
3,315
138
$417K 0.02%
5,739
139
$413K 0.02%
1,012
140
$375K 0.02%
5,248
141
$373K 0.02%
732
-36
142
$362K 0.02%
1,151
143
$352K 0.02%
1,348
+68
144
$349K 0.02%
2,575
-250
145
$338K 0.02%
1,800
146
$331K 0.02%
7,980
-851
147
$330K 0.02%
6,000
148
$328K 0.02%
3,159
-50
149
$309K 0.01%
1,437
150
$303K 0.01%
4,167
+540
4 5
6
7 8