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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
+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
VO icon
101
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$1.23M 0.05%
16,736
+148
+0.9% +$10.6K
IDXX icon
102
Idexx Laboratories
IDXX
$47.2B
$1.22M 0.05%
1,910
– –
WMT icon
103
Walmart Inc
WMT
$889B
$1.21M 0.05%
11,737
-455
-4% -$45.3K
CARR icon
104
Carrier Global
CARR
$52.4B
$1.2M 0.05%
20,091
– –
INTC icon
105
Intel
INTC
$496B
$1.17M 0.05%
34,750
+2,950
+9% +$71.5K
BKNG icon
106
Booking.com
BKNG
$158B
$1.16M 0.05%
5,375
– –
DOV icon
107
Dover
DOV
$28.3B
$1.15M 0.05%
6,880
– –
MAR icon
108
Marriott International
MAR
$90.1B
$1.11M 0.05%
4,264
– –
UPS icon
109
United Parcel Service
UPS
$88.7B
$1.04M 0.04%
12,481
-2,500
-17% -$226K
IWR icon
110
iShares Russell Mid-Cap ETF
IWR
$57.5B
$1.03M 0.04%
10,706
-100
-0.9% -$9.48K
META icon
111
Meta Platforms (Facebook)
META
$1.51T
$1.02M 0.04%
1,386
– –
KVUE icon
112
Kenvue
KVUE
$36.6B
$1.01M 0.04%
62,488
-83,483
-57% -$1.7M
TSLA icon
113
Tesla
TSLA
$1.3T
$985K 0.04%
2,215
+20
+0.9% +$6.94K
DUK icon
114
Duke Energy
DUK
$95.2B
$976K 0.04%
7,888
– –
IVE icon
115
iShares S&P 500 Value ETF
IVE
$49.9B
$893K 0.04%
4,323
-42
-1% -$8.44K
NKE icon
116
Nike
NKE
$62B
$889K 0.04%
12,754
-3,520
-22% -$262K
PM icon
117
Philip Morris
PM
$290B
$887K 0.04%
5,471
– –
MMM icon
118
3M
MMM
$93.9B
$867K 0.04%
5,588
+480
+9% +$74K
IVW icon
119
iShares S&P 500 Growth ETF
IVW
$77.5B
$851K 0.04%
7,051
– –
GEV icon
120
GE Vernova
GEV
$264B
$842K 0.04%
1,369
– –
PLTR icon
121
Palantir
PLTR
$426B
$837K 0.04%
4,586
– –
ESGD icon
122
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.2B
$803K 0.03%
8,635
+9
+0.1% +$814
SITE icon
123
SiteOne Landscape Supply
SITE
$4.38B
$798K 0.03%
6,194
+215
+4% +$29.2K
BC icon
124
Brunswick
BC
$5.19B
$791K 0.03%
12,505
-7,414
-37% -$460K
ESML icon
125
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.92B
$790K 0.03%
17,522
-1,025
-6% -$44.5K
3 4
5
6 7

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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.