BHIA

Birch Hill Investment Advisors Portfolio holdings

AUM $2.39B
1-Year Est. Return 20.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.6B
AUM Growth
-$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$32.5M
2
+$5.6M
3
+$2.89M
4
AMZN icon
Amazon
AMZN
+$2.17M
5
WTS icon
Watts Water Technologies
WTS
+$2.06M

Top Sells

1
+$15.9M
2
+$10.5M
3
+$7.4M
4
NTR icon
Nutrien
NTR
+$6.58M
5
UBER icon
Uber
UBER
+$4.99M

Sector Composition

1 Technology 18.72%
2 Healthcare 18.36%
3 Financials 17.09%
4 Industrials 11.08%
5 Consumer Discretionary 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$203K 0.01%
2,600
-150
152
– –
-5,695
153
– –
-11,522
154
– –
-3,883
155
– –
-31,941
156
– –
-3,200
157
– –
-1,162
158
– –
-1,234
159
– –
-1,170
160
– –
-6,846
161
– –
-874
162
– –
-1,700
163
– –
-2,378
3 4 5 6
7