BHIA

Birch Hill Investment Advisors Portfolio holdings

AUM $2.23B
1-Year Est. Return 15.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.37B
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$30.5M
2
+$15.5M
3
+$8.78M
4
CHWY icon
Chewy
CHWY
+$4.91M
5
BXP icon
Boston Properties
BXP
+$4.56M

Top Sells

1
+$8.52M
2
+$7.14M
3
+$6.67M
4
MDLZ icon
Mondelez International
MDLZ
+$6.23M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.33M

Sector Composition

1 Technology 29.24%
2 Financials 14.17%
3 Healthcare 11.65%
4 Industrials 11.09%
5 Consumer Discretionary 10.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$451K 0.02%
6,834
+1,434
152
$439K 0.02%
575
-25
153
$429K 0.02%
2,290
-50
154
$429K 0.02%
+3,400
155
$426K 0.02%
2,562
156
$426K 0.02%
5,079
157
$422K 0.02%
1,293
158
$422K 0.02%
2,795
159
$410K 0.02%
2,400
160
$367K 0.02%
13,002
161
$361K 0.02%
3,433
162
$361K 0.02%
+5,269
163
$347K 0.01%
2,137
-29
164
$343K 0.01%
4,168
165
$334K 0.01%
11,549
+365
166
$331K 0.01%
2,048
-19
167
$310K 0.01%
1,800
168
$299K 0.01%
7,484
169
$297K 0.01%
1,871
170
$295K 0.01%
620
171
$293K 0.01%
849
172
$290K 0.01%
1,012
173
$283K 0.01%
475
174
$283K 0.01%
2,005
175
$278K 0.01%
3,200
5 6
7
8 9