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
$1.88B
AUM Growth
+$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$13.8M
3
+$7.72M
4
ROK icon
Rockwell Automation
ROK
+$5.25M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.92M

Top Sells

1
+$5.84M
2
+$3.83M
3
+$3.64M
4
MAS icon
Masco
MAS
+$3.54M
5
CVS icon
CVS Health
CVS
+$2.82M

Sector Composition

1 Technology 23.06%
2 Healthcare 15.68%
3 Financials 14.31%
4 Consumer Discretionary 11.34%
5 Industrials 10.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$227K 0.01%
3,480
152
$224K 0.01%
+1,280
153
$222K 0.01%
+934
154
$218K 0.01%
+7,045
155
$218K 0.01%
13,002
-530
156
$218K 0.01%
5,400
157
$212K 0.01%
+3,200
158
$212K 0.01%
+2,271
159
$210K 0.01%
+1,233
160
$209K 0.01%
+1,200
161
$208K 0.01%
4,000
-5,376
162
$202K 0.01%
12,961
-7,200
163
$200K 0.01%
+1,374
164
– –
-10,240
165
– –
-2,121
166
– –
-2,637
3 4 5 6
7