BHIA
Birch Hill Investment Advisors Portfolio holdings
AUM
$2.39B
1-Year Est. Return
20.16%
This Fund
S&P 500
1 Year Est. Return
+20.16%
AUM
$2.39B
AUM Growth
+$25.2M
(+1.1%)
Holding
206
Top Buys
| 1 | +$23.8M | |
| 2 | +$4.72M | |
| 3 | +$4.29M | |
| 4 |
Intuit
INTU
|
+$2.15M |
| 5 |
IBM
IBM
|
+$1.72M |
Top Sells
| 1 | +$9.85M | |
| 2 | +$6.49M | |
| 3 | +$6M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$5.45M |
| 5 |
FISV
Fiserv Inc
FISV
|
+$4.21M |
Sector Composition
| 1 | Technology | 27.41% |
| 2 | Financials | 13.87% |
| 3 | Healthcare | 11.98% |
| 4 | Industrials | 11.28% |
| 5 | Consumer Discretionary | 10.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Ares Management
ARES
$25.3B
| – | – |
-1,500
|
|
||
202
Blackrock
BLK
$163B
| – | – |
-173
|
|
||
203
Blackstone
BX
$89.4B
| – | – |
-2,400
|
|
||
204
Darden Restaurants
DRI
$24.2B
| – | – |
-1,150
|
|
||
205
Lennar Class A
LEN
$26.3B
| – | – |
-3,400
|
|
||
206
Stryker
SYK
$147B
| – | – |
-614
|
|