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BHIA

Birch Hill Investment Advisors Portfolio holdings

AUM $2.47B
1-Year Est. Return 20.95%
This Fund
S&P 500
This Quarter Est. Return
+9.08%
1 Year Est. Return
+20.95%
3 Year Est. Return
+73.74%
5 Year Est. Return
+103.45%
10 Year Est. Return
+381.47%
AUM
$2.25B
AUM Growth
+$144M
Cap. Flow
+$4.21M
Cap. Flow %
0.19%
Top 10 Hldgs %
41.69%
Holding
197
New
10
Increased
41
Reduced
91
Closed
2

Top Buys

Rank Stock Value
1
WST icon
West Pharmaceutical
WST
+$15.6M
2
PEP icon
PepsiCo
PEP
+$12.4M
3
CHWY icon
Chewy
CHWY
+$8.67M
4
NEE icon
NextEra Energy
NEE
+$4.09M
5
BBJP icon
JPMorgan BetaBuilders Japan ETF
BBJP
+$2.53M

Top Sells

Rank Stock Value
1
MBLY icon
Mobileye
MBLY
+$4.13M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.95M
3
MRK icon
Merck
MRK
+$3.69M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.92M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.78M

Sector Composition

Rank Sector Weight
1 Technology 28.27%
2 Financials 15.04%
3 Healthcare 11.9%
4 Industrials 11.16%
5 Consumer Discretionary 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVGO icon
51
Broadcom
AVGO
$2.04T
$7.05M 0.31%
25,564
-3,102
-11% -$674K
EFA icon
52
iShares MSCI EAFE ETF
EFA
$80.2B
$6.82M 0.3%
76,328
+66
+0.1% +$5.63K
KO icon
53
Coca-Cola
KO
$375B
$6.62M 0.29%
93,576
-850
-0.9% -$60.5K
VWO icon
54
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$6.04M 0.27%
122,050
+469
+0.4% +$21.8K
RTX icon
55
RTX Corp
RTX
$301B
$5.67M 0.25%
38,819
-1,050
-3% -$140K
CL icon
56
Colgate-Palmolive
CL
$74.4B
$5.59M 0.25%
61,508
-1,155
-2% -$105K
MKC icon
57
McCormick & Company Non-Voting
MKC
$14.2B
$5.29M 0.23%
69,800
+405
+0.6% +$30.3K
ABBV icon
58
AbbVie
ABBV
$435B
$5.18M 0.23%
27,900
+246
+0.9% +$45.7K
HD icon
59
Home Depot
HD
$355B
$5.14M 0.23%
14,027
-711
-5% -$257K
GNTX icon
60
Gentex
GNTX
$5.07B
$5.13M 0.23%
233,295
-83,460
-26% -$1.82M
ROP icon
61
Roper Technologies
ROP
$39.8B
$4.79M 0.21%
8,456
+3,685
+77% +$2.08M
RSP icon
62
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
$4.58M 0.2%
25,217
+1,140
+5% +$197K
HAYW icon
63
Hayward Holdings
HAYW
$3.36B
$4.4M 0.2%
319,138
+220
+0.1% +$2.96K
EMR icon
64
Emerson Electric
EMR
$88.3B
$3.95M 0.18%
29,619
– –
BXP icon
65
Boston Properties
BXP
$11.1B
$3.77M 0.17%
55,825
– –
ABT icon
66
Abbott
ABT
$187B
$3.66M 0.16%
26,915
+805
+3% +$106K
VEA icon
67
Vanguard FTSE Developed Markets ETF
VEA
$237B
$3.35M 0.15%
58,753
+238
+0.4% +$12.7K
V icon
68
Visa
V
$677B
$3.21M 0.14%
9,045
-74
-0.8% -$25.8K
KVUE icon
69
Kenvue
KVUE
$36.9B
$3.06M 0.14%
145,971
+13,393
+10% +$305K
IWM icon
70
iShares Russell 2000 ETF
IWM
$81.9B
$3.03M 0.13%
14,055
-409
-3% -$82.3K
APD icon
71
Air Products & Chemicals
APD
$67.6B
$3M 0.13%
10,623
-3,851
-27% -$1.05M
IJS icon
72
iShares S&P Small-Cap 600 Value ETF
IJS
$8.37B
$2.88M 0.13%
28,927
-8,338
-22% -$787K
IR icon
73
Ingersoll Rand
IR
$33.7B
$2.75M 0.12%
33,090
– –
CRM icon
74
Salesforce
CRM
$158B
$2.63M 0.12%
9,632
-885
-8% -$237K
HLT icon
75
Hilton Worldwide
HLT
$71.5B
$2.56M 0.11%
9,612
+232
+2% +$55.2K
1 2
3
4 5

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Birch Hill Investment Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, Birch Hill Investment Advisors held 197 positions worth $2.25B, up 6.8% from $2.11B the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Birch Hill Investment Advisors's Q2 2025 filing shows 10 new, 41 increased, 91 reduced and 2 closed positions. Its largest new stake was West Pharmaceutical: 72,832 shares worth $15.9M. The largest sale was Mobileye, an estimated $4.13M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 27% a quarter earlier, followed by Financials and Healthcare.

  • Birch Hill Investment Advisors's largest Q2 2025 buy was West Pharmaceutical: 72,832 shares worth $15.9M.
  • Birch Hill Investment Advisors added most to PepsiCo in Q2 2025, an estimated $12.4M increase.
  • Birch Hill Investment Advisors's biggest Q2 2025 reduction was Mobileye, cutting an estimated $4.13M.
  • Birch Hill Investment Advisors fully exited iShares US Medical Devices ETF in Q2 2025, selling an estimated $211K.
  • Birch Hill Investment Advisors's ten largest holdings make up 42% of its $2.25B portfolio in Q2 2025.
  • Birch Hill Investment Advisors opened 10 new positions and closed 2 in Q2 2025.
  • Birch Hill Investment Advisors's portfolio value rose 6.8% quarter-over-quarter to $2.25B.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.