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
$1.74B
AUM Growth
+$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$2.83M
3
+$2.16M
4
STZ icon
Constellation Brands
STZ
+$1.82M
5
FISV
Fiserv Inc
FISV
+$1.56M

Top Sells

1
+$7.37M
2
+$5.77M
3
+$2.91M
4
GNTX icon
Gentex
GNTX
+$2.65M
5
UPS icon
United Parcel Service
UPS
+$1.88M

Sector Composition

1 Technology 22.23%
2 Healthcare 15.74%
3 Financials 14.76%
4 Industrials 11.54%
5 Consumer Staples 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$217K 0.01%
1,250
152
$210K 0.01%
2,121
153
$209K 0.01%
+2,451
154
$206K 0.01%
+439
155
$205K 0.01%
970
156
$204K 0.01%
+3,200
157
$201K 0.01%
+969
158
– –
-583,896
159
– –
-1,525
160
– –
-7,136
161
– –
-1,031
162
– –
-683
163
– –
-1,600
3 4 5 6
7