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
$1.14B
AUM Growth
-$372M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$3.74M
3
+$2.46M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.53M
5
BXP icon
Boston Properties
BXP
+$1.28M

Top Sells

1
+$26.1M
2
+$21.2M
3
+$13.8M
4
COF icon
Capital One
COF
+$10.1M
5
SYF icon
Synchrony
SYF
+$4.42M

Sector Composition

1 Technology 17.53%
2 Healthcare 16.78%
3 Financials 14.3%
4 Consumer Discretionary 12.86%
5 Consumer Staples 11.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$71.3M 6.24%
451,902
-15,084
2
$62.1M 5.44%
636,660
+12,280
3
$59.6M 5.22%
627,348
+3,883
4
$56.2M 4.93%
766,082
+10,521
5
$51.8M 4.54%
283,419
+8,365
6
$49.3M 4.32%
316,605
+5,123
7
$48.6M 4.26%
562,152
-3,195
8
$42.2M 3.7%
882,787
-5,533
9
$41.5M 3.64%
653,436
-52,108
10
$41.1M 3.6%
707,020
+2,860
11
$36.7M 3.21%
1,655,850
-23,583
12
$36.5M 3.19%
278,061
+771
13
$36.4M 3.19%
613,769
+19,249
14
$33.7M 2.95%
306,260
-5,414
15
$31.9M 2.79%
111,800
-3,009
16
$27.9M 2.45%
1,316,313
+48,765
17
$27.5M 2.41%
437,676
-2,838
18
$23.9M 2.09%
618,219
-12,055
19
$21.9M 1.92%
234,406
-1,200
20
$20.4M 1.79%
350,700
+3,240
21
$19.9M 1.74%
396,442
+18,717
22
$16.6M 1.45%
344,903
-2,112
23
$15M 1.31%
62,106
+935
24
$13.2M 1.16%
389,945
+23,231
25
$13.1M 1.15%
120,711
+2,869
1
2 3 4 5