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
$2.13B
AUM Growth
+$61.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$2.9M
3
+$2.31M
4
LECO icon
Lincoln Electric
LECO
+$1.48M
5
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$774K

Top Sells

1
+$7.56M
2
+$2.35M
3
+$2.28M
4
COST icon
Costco
COST
+$2.23M
5
KR icon
Kroger
KR
+$2.03M

Sector Composition

1 Technology 25.03%
2 Financials 15.54%
3 Healthcare 12.98%
4 Consumer Discretionary 10.47%
5 Industrials 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$120M 5.62%
278,080
-646
2
$109M 5.12%
606,827
-12,682
3
$106M 4.98%
230,466
-1,437
4
$104M 4.89%
558,766
-3,052
5
$96.2M 4.52%
431,431
-2,612
6
$79.8M 3.75%
342,317
-412
7
$78.2M 3.67%
306,339
-2,299
8
$78.2M 3.67%
168,157
-3,342
9
$77.3M 3.63%
466,351
-9,356
10
$76M 3.57%
646,977
-8,289
11
$62M 2.91%
280,288
-2,837
12
$53.5M 2.51%
86,083
+464
13
$53.2M 2.5%
198,148
-652
14
$52M 2.44%
100,714
+220
15
$51.9M 2.44%
905,261
-35,345
16
$50.8M 2.39%
447,244
-3,101
17
$39.6M 1.86%
153,715
+1,916
18
$38.9M 1.83%
389,138
-105
19
$38.3M 1.8%
587,852
-5,952
20
$38.3M 1.8%
228,952
-3,266
21
$36.7M 1.72%
191,113
+7,685
22
$35.5M 1.67%
40,085
-2,516
23
$32.5M 1.53%
65,857
-597
24
$32.4M 1.52%
156,374
+11,132
25
$31.4M 1.47%
140,358
+1,269
1
2 3 4 5