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
$2.15B
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$4.66M
3
+$3.35M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.94M
5
WTS icon
Watts Water Technologies
WTS
+$2.43M

Top Sells

1
+$15.2M
2
+$7.33M
3
+$3.47M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.91M
5
MBLY icon
Mobileye
MBLY
+$2.69M

Sector Composition

1 Technology 25.67%
2 Financials 15.2%
3 Healthcare 12.34%
4 Consumer Discretionary 11.35%
5 Industrials 10.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$668K 0.03%
2,250
127
$658K 0.03%
5,471
+71
128
$656K 0.03%
2,902
+1,792
129
$643K 0.03%
2,287
130
$638K 0.03%
31,800
131
$627K 0.03%
2,765
132
$609K 0.03%
22,955
-3,587
133
$606K 0.03%
2,521
-4
134
$596K 0.03%
6,450
-100
135
$587K 0.03%
1,161
+292
136
$568K 0.03%
+302,000
137
$533K 0.02%
2,045
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138
$527K 0.02%
1,098
+86
139
$520K 0.02%
5,373
140
$490K 0.02%
10,950
-200
141
$471K 0.02%
1,432
-23
142
$460K 0.02%
11,512
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143
$453K 0.02%
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144
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2,194
-25
145
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3,433
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146
$407K 0.02%
6,500
147
$398K 0.02%
5,666
+1,273
148
$395K 0.02%
1,151
149
$395K 0.02%
2,572
-130
150
$395K 0.02%
9,391
+2,321
4 5
6
7 8