BHIA
Birch Hill Investment Advisors Portfolio holdings
AUM
$2.25B
This Quarter Return
+9.08%
1 Year Return
+18.28%
3 Year Return
+75.71%
5 Year Return
+132.45%
10 Year Return
+333.01%
AUM
$2.25B
AUM Growth
+$2.25B
(+6.8%)
Cap. Flow
+$3.93M
Cap. Flow
% of AUM
0.17%
Top 10 Holdings %
Top 10 Hldgs %
41.69%
Holding
197
New
10
Increased
41
Reduced
91
Closed
2
Top Buys
| 1 |
West Pharmaceutical
WST
|
$15.9M |
| 2 |
PepsiCo
PEP
|
$12.2M |
| 3 |
Chewy
CHWY
|
$9.28M |
| 4 |
NextEra Energy, Inc.
NEE
|
$4.09M |
| 5 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
$2.68M |
Top Sells
| 1 |
Mobileye
MBLY
|
$4.86M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$4.26M |
| 3 |
Merck
MRK
|
$3.67M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$2.94M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$2.79M |
Sector Composition
| 1 | Technology | 28.27% |
| 2 | Financials | 15.04% |
| 3 | Healthcare | 11.9% |
| 4 | Industrials | 11.16% |
| 5 | Consumer Discretionary | 10.41% |
