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
$2.15B
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$4.66M
3
+$3.35M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.94M
5
WTS icon
Watts Water Technologies
WTS
+$2.43M

Top Sells

1
+$15.2M
2
+$7.33M
3
+$3.47M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.91M
5
MBLY icon
Mobileye
MBLY
+$2.69M

Sector Composition

1 Technology 25.67%
2 Financials 15.2%
3 Healthcare 12.34%
4 Consumer Discretionary 11.35%
5 Industrials 10.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$390K 0.02%
5,100
-98
152
$365K 0.02%
+1,127
153
$361K 0.02%
1,537
+100
154
$360K 0.02%
5,132
+53
155
$358K 0.02%
625
156
$341K 0.02%
6,020
+20
157
$332K 0.02%
3,014
-145
158
$325K 0.02%
+2,469
159
$313K 0.01%
1,293
160
$305K 0.01%
2,633
+258
161
$298K 0.01%
1,800
162
$297K 0.01%
1,225
163
$296K 0.01%
13,002
164
$296K 0.01%
+3,909
165
$293K 0.01%
620
166
$286K 0.01%
795
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167
$285K 0.01%
7,844
168
$283K 0.01%
5,408
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169
$280K 0.01%
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170
$272K 0.01%
478
171
$260K 0.01%
2,071
-100
172
$249K 0.01%
3,200
173
$244K 0.01%
841
-50
174
$223K 0.01%
600
175
$222K 0.01%
+3,666
4 5 6
7
8