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
-2.92%
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
$2.23B
AUM Growth
-$165M
Cap. Flow
-$51.6M
Cap. Flow %
-2.32%
Top 10 Hldgs %
40.63%
Holding
204
New
4
Increased
49
Reduced
79
Closed
9

Top Buys

Rank Stock Value
1
CLX icon
Clorox
CLX
+$8.89M
2
CHWY icon
Chewy
CHWY
+$7.16M
3
FISV
Fiserv Inc
FISV
+$2.56M
4
WST icon
West Pharmaceutical
WST
+$2.24M
5
AMZN icon
Amazon
AMZN
+$1.96M

Top Sells

Rank Stock Value
1
INTU icon
Intuit
INTU
+$34.2M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$11.5M
3
LH icon
Labcorp
LH
+$5.82M
4
APH icon
Amphenol
APH
+$4.78M
5
TJX icon
TJX Companies
TJX
+$3.17M

Sector Composition

Rank Sector Weight
1 Technology 24.21%
2 Financials 13.32%
3 Healthcare 12.33%
4 Industrials 12.25%
5 Consumer Discretionary 11.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KO icon
51
Coca-Cola
KO
$376B
$6.86M 0.31%
90,178
-223
-0.2% -$16.9K
RSP icon
52
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
$6.77M 0.3%
35,272
+6,305
+22% +$1.25M
VEA icon
53
Vanguard FTSE Developed Markets ETF
VEA
$236B
$6.52M 0.29%
101,773
+24,478
+32% +$1.62M
BXP icon
54
Boston Properties
BXP
$10.8B
$5.96M 0.27%
114,741
-5,700
-5% -$343K
ABBV icon
55
AbbVie
ABBV
$434B
$5.55M 0.25%
25,538
-437
-2% -$96.9K
GBTC icon
56
Grayscale Bitcoin Trust
GBTC
$9.66B
$5.43M 0.24%
102,850
– –
ADP icon
57
Automatic Data Processing
ADP
$108B
$5.34M 0.24%
26,263
-1,305
-5% -$299K
HD icon
58
Home Depot
HD
$349B
$4.58M 0.21%
13,919
– –
ACN icon
59
Accenture
ACN
$108B
$4.38M 0.2%
22,074
-1,589
-7% -$370K
V icon
60
Visa
V
$675B
$4.35M 0.2%
14,396
+1,441
+11% +$463K
HAYW icon
61
Hayward Holdings
HAYW
$3.3B
$4.34M 0.19%
324,169
– –
ORCL icon
62
Oracle
ORCL
$430B
$4.08M 0.18%
27,725
-1,100
-4% -$179K
CL icon
63
Colgate-Palmolive
CL
$74.3B
$3.97M 0.18%
46,571
-1,120
-2% -$99.8K
EMR icon
64
Emerson Electric
EMR
$88.5B
$3.85M 0.17%
29,363
-100
-0.3% -$14.4K
IWM icon
65
iShares Russell 2000 ETF
IWM
$81.6B
$3.49M 0.16%
14,075
+25
+0.2% +$6.45K
HLT icon
66
Hilton Worldwide
HLT
$70.4B
$3.4M 0.15%
11,187
+380
+4% +$115K
GNTX icon
67
Gentex
GNTX
$5B
$3.36M 0.15%
153,950
-14,038
-8% -$325K
MKC icon
68
McCormick & Company Non-Voting
MKC
$14.3B
$3.34M 0.15%
66,150
-510
-0.8% -$32.5K
IJS icon
69
iShares S&P Small-Cap 600 Value ETF
IJS
$8.31B
$3.06M 0.14%
25,794
+30
+0.1% +$3.62K
CAT icon
70
Caterpillar
CAT
$387B
$2.87M 0.13%
4,044
– –
TMO icon
71
Thermo Fisher Scientific
TMO
$220B
$2.83M 0.13%
5,761
-5
-0.1% -$2.71K
APD icon
72
Air Products & Chemicals
APD
$68B
$2.73M 0.12%
9,401
+330
+4% +$91K
XLE icon
73
State Street Energy Select Sector SPDR ETF
XLE
$38.9B
$2.67M 0.12%
43,620
-600
-1% -$32.2K
IR icon
74
Ingersoll Rand
IR
$33.7B
$2.65M 0.12%
33,090
– –
MDLZ icon
75
Mondelez International
MDLZ
$78.6B
$2.65M 0.12%
45,929
-44,628
-49% -$2.58M
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 Q1 2026 Portfolio in Review

As of Q1 2026, Birch Hill Investment Advisors held 204 positions worth $2.23B, down 6.9% from $2.39B the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Birch Hill Investment Advisors's Q1 2026 filing shows 4 new, 49 increased, 79 reduced and 9 closed positions. Its largest new stake was Vanguard Total World Stock ETF: 6,200 shares worth $858K. The largest sale was Intuit, an estimated $34.2M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, down from 27% a quarter earlier, followed by Financials and Healthcare.

  • Birch Hill Investment Advisors's largest Q1 2026 buy was Vanguard Total World Stock ETF: 6,200 shares worth $858K.
  • Birch Hill Investment Advisors added most to Clorox in Q1 2026, an estimated $8.89M increase.
  • Birch Hill Investment Advisors's biggest Q1 2026 reduction was Intuit, cutting an estimated $34.2M.
  • Birch Hill Investment Advisors fully exited Kenvue in Q1 2026, selling an estimated $365K.
  • Birch Hill Investment Advisors's ten largest holdings make up 41% of its $2.23B portfolio in Q1 2026.
  • Birch Hill Investment Advisors opened 4 new positions and closed 9 in Q1 2026.
  • Birch Hill Investment Advisors's portfolio value fell 6.9% quarter-over-quarter to $2.23B.

Based on Birch Hill Investment Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.