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
$2.13B
AUM Growth
+$61.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1 +$6.52M
2 +$2.9M
3 +$2.31M
4
LECO icon
Lincoln Electric
LECO
+$1.48M
5
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$774K

Top Sells

1 +$7.56M
2 +$2.35M
3 +$2.28M
4
COST icon
Costco
COST
+$2.23M
5
KR icon
Kroger
KR
+$2.03M

Sector Composition

1 Technology 25.03%
2 Financials 15.54%
3 Healthcare 12.98%
4 Consumer Discretionary 10.47%
5 Industrials 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$213K 0.01%
+786
177
$212K 0.01%
650
178
$165K 0.01%
11,228
179
-302,000