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
$2.15B
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$4.66M
3
+$3.35M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.94M
5
WTS icon
Watts Water Technologies
WTS
+$2.43M

Top Sells

1
+$15.2M
2
+$7.33M
3
+$3.47M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.91M
5
MBLY icon
Mobileye
MBLY
+$2.69M

Sector Composition

1 Technology 25.67%
2 Financials 15.2%
3 Healthcare 12.34%
4 Consumer Discretionary 11.35%
5 Industrials 10.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$222K 0.01%
3,480
177
$217K 0.01%
650
178
$216K 0.01%
6,700
179
$216K 0.01%
515
180
$215K 0.01%
+1,150
181
$201K 0.01%
6,158
182
– –
-450
183
– –
-4,600
184
– –
-11,228
185
– –
-786
186
– –
-4,470
187
– –
-5,818
4 5 6 7
8