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
$2.13B
AUM Growth
+$61.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$2.9M
3
+$2.31M
4
LECO icon
Lincoln Electric
LECO
+$1.48M
5
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$774K

Top Sells

1
+$7.56M
2
+$2.35M
3
+$2.28M
4
COST icon
Costco
COST
+$2.23M
5
KR icon
Kroger
KR
+$2.03M

Sector Composition

1 Technology 25.03%
2 Financials 15.54%
3 Healthcare 12.98%
4 Consumer Discretionary 10.47%
5 Industrials 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$630K 0.03%
1,100
+4
127
$626K 0.03%
2,287
-132
128
$610K 0.03%
2,250
129
$599K 0.03%
2,525
+4
130
$596K 0.03%
+38,880
131
$578K 0.03%
5,373
132
$571K 0.03%
15,800
133
$536K 0.03%
11,150
134
$521K 0.02%
11,612
-700
135
$508K 0.02%
869
+137
136
$490K 0.02%
2,219
137
$465K 0.02%
1,012
138
$459K 0.02%
2,702
139
$439K 0.02%
3,315
140
$429K 0.02%
6,500
141
$413K 0.02%
7,980
142
$406K 0.02%
5,198
-50
143
$400K 0.02%
4,777
+610
144
$390K 0.02%
6,000
145
$380K 0.02%
1,454
+83
146
$371K 0.02%
1,455
147
$371K 0.02%
1,151
148
$357K 0.02%
1,437
149
$344K 0.02%
3,159
150
$343K 0.02%
4,393
-1,346
4 5
6
7 8