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
$2.13B
AUM Growth
+$61.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$2.9M
3
+$2.31M
4
LECO icon
Lincoln Electric
LECO
+$1.48M
5
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$774K

Top Sells

1
+$7.56M
2
+$2.35M
3
+$2.28M
4
COST icon
Costco
COST
+$2.23M
5
KR icon
Kroger
KR
+$2.03M

Sector Composition

1 Technology 25.03%
2 Financials 15.54%
3 Healthcare 12.98%
4 Consumer Discretionary 10.47%
5 Industrials 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$321K 0.02%
2,375
-200
152
$319K 0.02%
1,800
153
$317K 0.01%
1,293
-55
154
$309K 0.01%
625
155
$303K 0.01%
7,844
156
$298K 0.01%
1,225
157
$296K 0.01%
7,070
+490
158
$294K 0.01%
620
159
$287K 0.01%
5,079
160
$286K 0.01%
13,002
161
$276K 0.01%
5,400
162
$272K 0.01%
478
163
$268K 0.01%
2,000
164
$257K 0.01%
3,480
165
$252K 0.01%
891
166
$251K 0.01%
3,200
167
$231K 0.01%
6,700
168
$229K 0.01%
1,110
-20
169
$227K 0.01%
+450
170
$226K 0.01%
2,171
171
$222K 0.01%
614
172
$221K 0.01%
6,158
173
$221K 0.01%
+515
174
$216K 0.01%
+600
175
$214K 0.01%
+4,470
4 5 6
7
8