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
$2.37B
AUM Growth
+$115M
(+5.1%)
Holding
203
Top Buys
| 1 | +$30.5M | |
| 2 | +$15.5M | |
| 3 | +$8.78M | |
| 4 |
Chewy
CHWY
|
+$4.91M |
| 5 |
Boston Properties
BXP
|
+$4.56M |
Top Sells
| 1 | +$8.52M | |
| 2 | +$7.14M | |
| 3 | +$6.67M | |
| 4 |
Mondelez International
MDLZ
|
+$6.23M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$3.33M |
Sector Composition
| 1 | Technology | 29.24% |
| 2 | Financials | 14.17% |
| 3 | Healthcare | 11.65% |
| 4 | Industrials | 11.09% |
| 5 | Consumer Discretionary | 10.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Vanguard FTSE All-World ex-US ETF
VEU
$59.3B
| – | – |
-3,834
|
|
||
202
Waters Corp
WAT
$28.5B
| – | – |
-600
|
|
||
203
Xylem
XYL
$29.4B
| – | – |
-2,555
|
|