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
$1.6B
AUM Growth
-$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$28.7M
2
+$5.19M
3
+$3.02M
4
WTS icon
Watts Water Technologies
WTS
+$1.95M
5
AMZN icon
Amazon
AMZN
+$1.84M

Top Sells

1
+$15.2M
2
+$10.6M
3
+$6.4M
4
NTR icon
Nutrien
NTR
+$5.4M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$4.75M

Sector Composition

1 Technology 18.72%
2 Healthcare 18.36%
3 Financials 17.09%
4 Industrials 11.08%
5 Consumer Discretionary 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$85.8M 5.36%
334,090
-1,162
2
$73.8M 4.61%
475,094
-22,265
3
$72.2M 4.51%
264,333
-5,066
4
$63.2M 3.95%
595,075
+17,355
5
$61.2M 3.82%
217,246
-16,856
6
$61.2M 3.82%
561,720
-3,720
7
$61M 3.81%
668,637
-11,557
8
$56.6M 3.53%
610,553
-27,699
9
$54.5M 3.4%
612,013
-3,521
10
$53.9M 3.37%
394,534
-3,461
11
$45.7M 2.86%
818,878
-7,189
12
$45.7M 2.86%
1,634,848
+1,447
13
$44.5M 2.78%
315,061
+21,384
14
$42.6M 2.66%
277,159
-3,029
15
$39M 2.44%
213,723
-3,085
16
$38.8M 2.42%
1,245,155
-2,336
17
$38.8M 2.42%
218,344
-1,820
18
$36.7M 2.29%
385,845
-3,518
19
$34.3M 2.14%
147,078
-13,209
20
$33.2M 2.07%
1,796,761
+28,026
21
$32.2M 2.01%
161,621
+143,847
22
$31.2M 1.95%
285,600
-6,860
23
$28.1M 1.75%
58,551
-3,030
24
$27.4M 1.71%
441,762
-38,132
25
$27.4M 1.71%
86,923
+1,310
1
2 3 4 5