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
$2.11B
AUM Growth
-$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$13.5M
3
+$10.2M
4
WTS icon
Watts Water Technologies
WTS
+$3.09M
5
AAPL icon
Apple
AAPL
+$2.47M

Top Sells

1
+$24.6M
2
+$12.7M
3
+$11.9M
4
FISV
Fiserv Inc
FISV
+$8.54M
5
GNTX icon
Gentex
GNTX
+$4.19M

Sector Composition

1 Technology 26.89%
2 Financials 16.87%
3 Healthcare 12.29%
4 Industrials 10.31%
5 Consumer Discretionary 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$365K 0.02%
5,079
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152
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1,537
153
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154
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156
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175
$234K 0.01%
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4 5 6
7
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