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
$1.87B
AUM Growth
-$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$37.3M
2
+$2.56M
3
+$1.56M
4
TJX icon
TJX Companies
TJX
+$908K
5
ALC icon
Alcon
ALC
+$863K

Top Sells

1
+$15.8M
2
+$7.16M
3
+$7.15M
4
META icon
Meta Platforms (Facebook)
META
+$7.03M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.25M

Sector Composition

1 Technology 19.15%
2 Financials 17.94%
3 Healthcare 16.71%
4 Consumer Discretionary 10.82%
5 Consumer Staples 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$239K 0.01%
2,397
152
$236K 0.01%
3,480
153
$235K 0.01%
+5,695
154
$234K 0.01%
2,750
155
$233K 0.01%
2,121
-495
156
$226K 0.01%
1,162
-731
157
$224K 0.01%
+1,170
158
$210K 0.01%
3,200
159
$208K 0.01%
2,378
-320
160
$204K 0.01%
1,234
161
$203K 0.01%
3,883
162
– –
-6,100
163
– –
-2,365
164
– –
-1,685
165
– –
-11,430
166
– –
-910
167
– –
-976
168
– –
-4,150
169
– –
-21,502
170
– –
-1,320
171
– –
-600
172
– –
-6,764
3 4 5 6
7