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
$1.5B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$28.8M
2
+$7.88M
3
+$2.6M
4
UBER icon
Uber
UBER
+$2.52M
5
WTS icon
Watts Water Technologies
WTS
+$1.39M

Top Sells

1
+$8.1M
2
+$7.6M
3
+$4.46M
4
MSFT icon
Microsoft
MSFT
+$2.7M
5
DCI icon
Donaldson
DCI
+$1.71M

Sector Composition

1 Technology 18.82%
2 Healthcare 14.96%
3 Financials 14.01%
4 Consumer Discretionary 12.69%
5 Consumer Staples 12.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$94.1M 6.26%
597,440
-28,360
2
$87M 5.78%
413,503
-12,819
3
$65.5M 4.36%
635,972
+738
4
$64.6M 4.3%
558,028
-65,612
5
$63.6M 4.23%
554,128
-6,825
6
$62.6M 4.17%
313,447
-2,093
7
$60.8M 4.05%
768,410
+622
8
$60.6M 4.03%
284,386
-2,749
9
$51.5M 3.42%
702,500
-2,320
10
$46.5M 3.09%
836,054
+8,607
11
$42.4M 2.82%
284,792
+715
12
$42.2M 2.8%
1,637,255
+42,140
13
$41.4M 2.75%
297,572
-3,308
14
$41.3M 2.74%
247,651
+242
15
$38.3M 2.55%
656,574
+2,776
16
$38.1M 2.54%
736,513
+557,141
17
$36M 2.39%
101,374
-1,475
18
$35.5M 2.36%
135,688
+705
19
$35.1M 2.34%
611,144
+45,299
20
$34M 2.26%
425,694
-3,231
21
$33M 2.19%
1,368,219
+17,408
22
$31.6M 2.1%
166,819
+41,607
23
$28.2M 1.88%
83,393
+243
24
$25.8M 1.71%
554,763
-36,875
25
$25.5M 1.7%
346,820
-1,140
1
2 3 4 5