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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
D icon
126
Dominion Energy
D
$59.3B
$723K 0.03%
12,787
-6,548
-34% -$359K
AXP icon
127
American Express
AXP
$230B
$718K 0.03%
2,250
– –
INTC icon
128
Intel
INTC
$513B
$712K 0.03%
31,800
– –
TSLA icon
129
Tesla
TSLA
$1.3T
$697K 0.03%
2,195
-196
-8% -$59K
IBIT icon
130
iShares Bitcoin Trust
IBIT
$48.4B
$673K 0.03%
11,000
– –
HON icon
131
Honeywell
HON
$78B
$669K 0.03%
3,047
– –
NTR icon
132
Nutrien
NTR
$30.7B
$632K 0.03%
10,850
-1,200
-10% -$67.8K
PLTR icon
133
Palantir
PLTR
$413B
$625K 0.03%
4,586
-215
-4% -$25.2K
EFG icon
134
iShares MSCI EAFE Growth ETF
EFG
$17.3B
$610K 0.03%
5,450
– –
AMGN icon
135
Amgen
AMGN
$222B
$603K 0.03%
2,160
– –
VB icon
136
Vanguard Morningstar Small-Cap ETF
VB
$82.7B
$597K 0.03%
2,521
– –
ACGL icon
137
Arch Capital
ACGL
$33.6B
$587K 0.03%
6,450
– –
DHR icon
138
Danaher
DHR
$144B
$575K 0.03%
2,913
-489
-14% -$94.8K
ZBH icon
139
Zimmer Biomet
ZBH
$18.4B
$524K 0.02%
5,742
-250
-4% -$24.2K
FDX icon
140
FedEx
FDX
$75.4B
$520K 0.02%
2,287
– –
PFE icon
141
Pfizer
PFE
$153B
$496K 0.02%
20,455
-350
-2% -$8.16K
LLY icon
142
Eli Lilly
LLY
$1.06T
$468K 0.02%
600
+341
+132% +$265K
IEFA icon
143
iShares Core MSCI EAFE ETF
IEFA
$196B
$467K 0.02%
5,596
-70
-1% -$5.56K
SHEL icon
144
Shell
SHEL
$245B
$458K 0.02%
6,500
– –
VZ icon
145
Verizon
VZ
$196B
$455K 0.02%
10,512
-1,000
-9% -$43.3K
FDS icon
146
Factset
FDS
$10.2B
$453K 0.02%
1,012
-86
-8% -$37.7K
GS icon
147
Goldman Sachs
GS
$303B
$442K 0.02%
625
– –
DSI icon
148
iShares MSCI KLD 400 Social ETF
DSI
$5.54B
$441K 0.02%
3,798
+440
+13% +$46.9K
MGK icon
149
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.9B
$421K 0.02%
5,755
– –
PRTC
150
DELISTED
PureTech Health
PRTC
$415K 0.02%
242,676
-59,324
-20% -$1.04M
4 5
6
7 8

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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.