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
$1.87B
AUM Growth
-$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$37.3M
2
+$2.56M
3
+$1.56M
4
TJX icon
TJX Companies
TJX
+$908K
5
ALC icon
Alcon
ALC
+$863K

Top Sells

1
+$15.8M
2
+$7.16M
3
+$7.15M
4
META icon
Meta Platforms (Facebook)
META
+$7.03M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.25M

Sector Composition

1 Technology 19.15%
2 Financials 17.94%
3 Healthcare 16.71%
4 Consumer Discretionary 10.82%
5 Consumer Staples 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$103M 5.52%
335,252
-23,204
2
$95.1M 5.08%
269,399
-14,881
3
$94.2M 5.03%
577,720
-1,300
4
$84.8M 4.53%
497,359
-30,294
5
$78.6M 4.2%
565,440
-30,940
6
$69.5M 3.71%
397,995
-20,080
7
$64.6M 3.45%
638,252
-39,050
8
$62.4M 3.33%
615,534
-21,550
9
$61.1M 3.26%
234,102
-13,137
10
$55.8M 2.98%
680,194
-29,885
11
$51.4M 2.75%
1,247,491
-64,340
12
$50M 2.67%
826,067
+14,982
13
$49.5M 2.64%
280,188
-11,277
14
$47.6M 2.54%
1,633,401
-33,440
15
$46.5M 2.48%
216,808
-10,989
16
$45.8M 2.45%
389,363
-5,190
17
$40.8M 2.18%
292,460
-15,380
18
$39M 2.08%
220,164
-6,558
19
$38.2M 2.04%
293,677
+286,494
20
$38.1M 2.04%
1,768,735
-33,885
21
$36.9M 1.97%
160,287
-6,954
22
$36.7M 1.96%
741,211
-40,998
23
$35.5M 1.89%
61,581
-7,329
24
$33.9M 1.81%
221,673
-28,392
25
$30.6M 1.63%
85,613
+512
1
2 3 4 5