BHIA

Birch Hill Investment Advisors Portfolio holdings

AUM $2.39B
1-Year Est. Return 20.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.25B
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$12.4M
3
+$8.67M
4
NEE icon
NextEra Energy
NEE
+$4.09M
5
BBJP icon
JPMorgan BetaBuilders Japan ETF
BBJP
+$2.53M

Top Sells

1
+$4.13M
2
+$3.95M
3
+$3.69M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.92M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.78M

Sector Composition

1 Technology 28.27%
2 Financials 15.04%
3 Healthcare 11.9%
4 Industrials 11.16%
5 Consumer Discretionary 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$408K 0.02%
1,340
+115
152
$408K 0.02%
2,562
153
$407K 0.02%
5,079
154
$403K 0.02%
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155
$393K 0.02%
1,537
156
$391K 0.02%
3,433
157
$380K 0.02%
2,166
158
$376K 0.02%
13,002
159
$361K 0.02%
1,293
160
$359K 0.02%
2,400
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161
$359K 0.02%
2,795
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162
$331K 0.01%
2,555
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163
$317K 0.01%
5,400
164
$316K 0.01%
4,168
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165
$315K 0.01%
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166
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620
167
$308K 0.01%
11,184
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168
$306K 0.01%
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169
$302K 0.01%
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170
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+2,067
171
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2,000
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172
$278K 0.01%
7,484
173
$269K 0.01%
475
174
$267K 0.01%
2,005
175
$265K 0.01%
849
-91
4 5 6
7
8