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
$2.06B
AUM Growth
+$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$32.5M
2
+$23.8M
3
+$9.25M
4
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$8.69M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.16M

Top Sells

1
+$24.8M
2
+$18.8M
3
+$6.88M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$6.52M
5
MAS icon
Masco
MAS
+$4.77M

Sector Composition

1 Technology 22.9%
2 Financials 14.96%
3 Healthcare 14.16%
4 Consumer Discretionary 12.03%
5 Industrials 10.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$120M 5.82%
284,317
-7,000
2
$102M 4.95%
563,549
-7,002
3
$101M 4.89%
629,307
-7,419
4
$98.1M 4.77%
233,167
-4,012
5
$90.1M 4.39%
437,581
-500
6
$73M 3.55%
483,951
-31,453
7
$71.8M 3.49%
171,730
-15,604
8
$71.6M 3.48%
309,991
-2,152
9
$67.1M 3.26%
661,374
-30,927
10
$59.7M 2.91%
452,485
-11,911
11
$58.5M 2.85%
341,393
-7,052
12
$57.2M 2.78%
196,372
+6,480
13
$55.2M 2.69%
84,893
-577
14
$54.4M 2.65%
284,660
+512
15
$51.2M 2.49%
896,639
-9,507
16
$46.3M 2.25%
181,256
+162
17
$41.6M 2.02%
152,924
+2,742
18
$40.1M 1.95%
94,368
+76,464
19
$37.9M 1.84%
1,179,100
+740,120
20
$36.9M 1.8%
386,419
-7,439
21
$35.7M 1.74%
234,411
-18,892
22
$35.1M 1.71%
607,804
-9,900
23
$33.6M 1.63%
69,746
-3,526
24
$32.4M 1.58%
44,218
-3,392
25
$30.5M 1.48%
366,089
+13,213
1
2 3 4 5