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
$2.07B
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$2.73M
3
+$2.61M
4
WTS icon
Watts Water Technologies
WTS
+$2.25M
5
KR icon
Kroger
KR
+$2.2M

Top Sells

1
+$6.22M
2
+$2.5M
3
+$2.17M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.5M
5
FISV
Fiserv Inc
FISV
+$1.46M

Sector Composition

1 Technology 23.96%
2 Financials 14.7%
3 Healthcare 13.76%
4 Consumer Discretionary 12.05%
5 Industrials 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-441
177
– –
-786
178
– –
-600
4 5 6 7
8