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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
COPX icon
101
Global X Copper Miners ETF NEW
COPX
$8.2B
$1.31M 0.06%
29,020
-220
-0.8% -$8.77K
DOV icon
102
Dover
DOV
$28.4B
$1.26M 0.06%
6,880
-90
-1% -$15.7K
BKNG icon
103
Booking.com
BKNG
$161B
$1.24M 0.06%
5,375
-75
-1% -$15.4K
WMT icon
104
Walmart Inc
WMT
$890B
$1.19M 0.05%
12,192
+955
+8% +$91K
MAR icon
105
Marriott International
MAR
$92.3B
$1.16M 0.05%
4,264
– –
VO icon
106
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$1.16M 0.05%
16,588
– –
NKE icon
107
Nike
NKE
$61.9B
$1.16M 0.05%
16,274
-9,531
-37% -$572K
VOO icon
108
Vanguard S&P 500 ETF
VOO
$1.03T
$1.14M 0.05%
2,006
-50
-2% -$26.3K
BC icon
109
Brunswick
BC
$5.28B
$1.1M 0.05%
19,919
-10,105
-34% -$511K
VGT icon
110
Vanguard Information Technology ETF
VGT
$149B
$1.09M 0.05%
13,192
– –
IDXX icon
111
Idexx Laboratories
IDXX
$46.2B
$1.02M 0.05%
1,910
– –
META icon
112
Meta Platforms (Facebook)
META
$1.51T
$1.02M 0.05%
1,386
+72
+5% +$44.5K
PM icon
113
Philip Morris
PM
$295B
$996K 0.04%
5,471
– –
IWR icon
114
iShares Russell Mid-Cap ETF
IWR
$57.5B
$994K 0.04%
10,806
-20
-0.2% -$1.73K
DUK icon
115
Duke Energy
DUK
$97.3B
$931K 0.04%
7,888
– –
MAS icon
116
Masco
MAS
$15.3B
$859K 0.04%
13,345
-24,015
-64% -$1.51M
IVE icon
117
iShares S&P 500 Value ETF
IVE
$49.8B
$853K 0.04%
4,365
-20
-0.5% -$3.73K
OTIS icon
118
Otis Worldwide
OTIS
$28.2B
$845K 0.04%
8,537
-788
-8% -$76.1K
BR icon
119
Broadridge
BR
$19B
$830K 0.04%
+3,415
New +$812K
MMM icon
120
3M
MMM
$94.3B
$778K 0.03%
5,108
-530
-9% -$75.7K
IVW icon
121
iShares S&P 500 Growth ETF
IVW
$77.6B
$776K 0.03%
7,051
– –
ESGD icon
122
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.3B
$770K 0.03%
8,626
+145
+2% +$12.4K
ESML icon
123
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.92B
$767K 0.03%
18,547
+6,626
+56% +$256K
GEV icon
124
GE Vernova
GEV
$264B
$724K 0.03%
1,369
+2
+0.1% +$833
SITE icon
125
SiteOne Landscape Supply
SITE
$4.53B
$723K 0.03%
5,979
+440
+8% +$52K
3 4
5
6 7

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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.