BHIA

Birch Hill Investment Advisors Portfolio holdings

AUM $2.23B
1-Year Est. Return 15.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.37B
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$30.5M
2
+$15.5M
3
+$8.78M
4
CHWY icon
Chewy
CHWY
+$4.91M
5
BXP icon
Boston Properties
BXP
+$4.56M

Top Sells

1
+$8.52M
2
+$7.14M
3
+$6.67M
4
MDLZ icon
Mondelez International
MDLZ
+$6.23M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.33M

Sector Composition

1 Technology 29.24%
2 Financials 14.17%
3 Healthcare 11.65%
4 Industrials 11.09%
5 Consumer Discretionary 10.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$782K 0.03%
12,787
127
$781K 0.03%
8,537
128
$747K 0.03%
2,250
129
$715K 0.03%
11,000
130
$702K 0.03%
+9,652
131
$641K 0.03%
2,521
132
$639K 0.03%
45,245
-35,800
133
$637K 0.03%
10,850
134
$621K 0.03%
5,450
135
$610K 0.03%
2,160
136
$605K 0.03%
3,047
137
$585K 0.02%
6,450
138
$566K 0.02%
5,742
139
$539K 0.02%
2,287
140
$531K 0.02%
2,676
-237
141
$521K 0.02%
20,455
142
$506K 0.02%
11,512
+1,000
143
$498K 0.02%
625
144
$489K 0.02%
5,596
145
$489K 0.02%
3,879
+81
146
$476K 0.02%
1,340
147
$465K 0.02%
6,500
148
$463K 0.02%
5,755
149
$462K 0.02%
1,537
150
$462K 0.02%
+3,276
4 5
6
7 8