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
$2.11B
AUM Growth
-$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$13.5M
3
+$10.2M
4
WTS icon
Watts Water Technologies
WTS
+$3.09M
5
AAPL icon
Apple
AAPL
+$2.47M

Top Sells

1
+$24.6M
2
+$12.7M
3
+$11.9M
4
FISV
Fiserv Inc
FISV
+$8.54M
5
GNTX icon
Gentex
GNTX
+$4.19M

Sector Composition

1 Technology 26.89%
2 Financials 16.87%
3 Healthcare 12.29%
4 Industrials 10.31%
5 Consumer Discretionary 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$655K 0.03%
7,051
+101
127
$633K 0.03%
2,765
128
$620K 0.03%
6,450
129
$620K 0.03%
2,391
+58
130
$608K 0.03%
2,872
-30
131
$605K 0.03%
2,250
132
$599K 0.03%
12,050
+1,100
133
$560K 0.03%
302,000
134
$559K 0.03%
2,521
135
$558K 0.03%
2,287
136
$545K 0.03%
5,450
+77
137
$527K 0.03%
20,805
-2,150
138
$522K 0.02%
11,512
139
$515K 0.02%
11,000
-3,300
140
$499K 0.02%
1,098
141
$492K 0.02%
940
-221
142
$476K 0.02%
6,500
143
$458K 0.02%
11,921
+2,530
144
$429K 0.02%
5,666
145
$417K 0.02%
1,367
-65
146
$405K 0.02%
4,801
+892
147
$394K 0.02%
2,562
-10
148
$385K 0.02%
2,166
-28
149
$375K 0.02%
3,433
150
$368K 0.02%
13,002
4 5
6
7 8