We are live on ! Find out more
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
+5.68%
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
$2.37B
AUM Growth
+$115M
Cap. Flow
+$29.3M
Cap. Flow %
1.24%
Top 10 Hldgs %
41.9%
Holding
203
New
8
Increased
43
Reduced
71
Closed
6

Top Buys

Rank Stock Value
1
ASML icon
ASML
ASML
+$30.5M
2
WST icon
West Pharmaceutical
WST
+$15.5M
3
NVDA icon
NVIDIA
NVDA
+$8.78M
4
CHWY icon
Chewy
CHWY
+$4.91M
5
BXP icon
Boston Properties
BXP
+$4.56M

Top Sells

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.52M
2
ADBE icon
Adobe
ADBE
+$7.14M
3
LH icon
Labcorp
LH
+$6.67M
4
MDLZ icon
Mondelez International
MDLZ
+$6.23M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.33M

Sector Composition

Rank Sector Weight
1 Technology 29.24%
2 Financials 14.17%
3 Healthcare 11.65%
4 Industrials 11.09%
5 Consumer Discretionary 10.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IJH icon
51
iShares Core S&P Mid-Cap ETF
IJH
$127B
$7.56M 0.32%
115,821
-970
-0.8% -$62.3K
PG icon
52
Procter & Gamble
PG
$340B
$7.5M 0.32%
48,839
-2,045
-4% -$319K
EFA icon
53
iShares MSCI EAFE ETF
EFA
$79.8B
$7.23M 0.31%
77,487
+1,159
+2% +$105K
RTX icon
54
RTX Corp
RTX
$302B
$6.54M 0.28%
39,069
+250
+0.6% +$38.8K
VWO icon
55
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$6.47M 0.27%
119,469
-2,581
-2% -$133K
ACN icon
56
Accenture
ACN
$109B
$6.46M 0.27%
26,183
-2,811
-10% -$733K
ABBV icon
57
AbbVie
ABBV
$438B
$6.44M 0.27%
27,800
-100
-0.4% -$20.4K
KO icon
58
Coca-Cola
KO
$374B
$6.2M 0.26%
93,551
-25
-0% -$1.72K
GNTX icon
59
Gentex
GNTX
$5.02B
$5.95M 0.25%
210,247
-23,048
-10% -$612K
HD icon
60
Home Depot
HD
$350B
$5.66M 0.24%
13,979
-48
-0.3% -$18.9K
HAYW icon
61
Hayward Holdings
HAYW
$3.27B
$4.9M 0.21%
324,169
+5,031
+2% +$77.1K
RSP icon
62
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
$4.81M 0.2%
25,368
+151
+0.6% +$28.1K
MKC icon
63
McCormick & Company Non-Voting
MKC
$14.3B
$4.61M 0.19%
68,910
-890
-1% -$62.3K
ROP icon
64
Roper Technologies
ROP
$39.9B
$4.48M 0.19%
8,993
+537
+6% +$286K
VEA icon
65
Vanguard FTSE Developed Markets ETF
VEA
$236B
$4.36M 0.18%
72,839
+14,086
+24% +$821K
CL icon
66
Colgate-Palmolive
CL
$74.3B
$3.9M 0.16%
48,813
-12,695
-21% -$1.08M
EMR icon
67
Emerson Electric
EMR
$88.5B
$3.89M 0.16%
29,619
– –
ABT icon
68
Abbott
ABT
$188B
$3.5M 0.15%
26,110
-805
-3% -$106K
IWM icon
69
iShares Russell 2000 ETF
IWM
$81.5B
$3.39M 0.14%
14,000
-55
-0.4% -$12.6K
V icon
70
Visa
V
$675B
$3.21M 0.14%
9,417
+372
+4% +$129K
TMO icon
71
Thermo Fisher Scientific
TMO
$222B
$2.98M 0.13%
6,146
– –
IJS icon
72
iShares S&P Small-Cap 600 Value ETF
IJS
$8.3B
$2.88M 0.12%
26,059
-2,868
-10% -$305K
APD icon
73
Air Products & Chemicals
APD
$68.6B
$2.82M 0.12%
10,353
-270
-3% -$78.2K
IR icon
74
Ingersoll Rand
IR
$33.6B
$2.73M 0.12%
33,090
– –
HLT icon
75
Hilton Worldwide
HLT
$70B
$2.55M 0.11%
9,812
+200
+2% +$54.1K
1 2
3
4 5

Similar funds

SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
TW
Trajan Wealth Scottsdale, Arizona $2.48B AUM 17.44% 1-Year Est. Return
M
Mirova Paris, France $2.46B AUM 11.42% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $2.48B AUM 72.25% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Q
QVR San Francisco, California $2.49B AUM 48.58% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Birch Hill Investment Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Birch Hill Investment Advisors held 203 positions worth $2.37B, up 5.1% from $2.25B the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Birch Hill Investment Advisors's Q3 2025 filing shows 8 new, 43 increased, 71 reduced and 6 closed positions. Its largest new stake was iShares Gold Trust: 9,652 shares worth $702K. The largest sale was Alphabet (Google) Class A, an estimated $8.52M.

By sector, the portfolio is most concentrated in Technology at 29% of assets, up from 28% a quarter earlier, followed by Financials and Healthcare.

  • Birch Hill Investment Advisors's largest Q3 2025 buy was iShares Gold Trust: 9,652 shares worth $702K.
  • Birch Hill Investment Advisors added most to ASML in Q3 2025, an estimated $30.5M increase.
  • Birch Hill Investment Advisors's biggest Q3 2025 reduction was Alphabet (Google) Class A, cutting an estimated $8.52M.
  • Birch Hill Investment Advisors fully exited Constellation Brands in Q3 2025, selling an estimated $1.52M.
  • Birch Hill Investment Advisors's ten largest holdings make up 42% of its $2.37B portfolio in Q3 2025.
  • Birch Hill Investment Advisors opened 8 new positions and closed 6 in Q3 2025.
  • Birch Hill Investment Advisors's portfolio value rose 5.1% quarter-over-quarter to $2.37B.

Based on Birch Hill Investment Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.