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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
-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
D icon
126
Dominion Energy
D
$59.2B
$747K 0.03%
12,087
-500
-4% -$30.9K
MMM icon
127
3M
MMM
$93.8B
$731K 0.03%
5,033
– –
AMGN icon
128
Amgen
AMGN
$225B
$725K 0.03%
2,060
– –
VB icon
129
Vanguard Morningstar Small-Cap ETF
VB
$82.4B
$690K 0.03%
2,636
+15
+0.6% +$4.06K
AXP icon
130
American Express
AXP
$229B
$690K 0.03%
2,281
– –
ESML icon
131
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.92B
$664K 0.03%
14,122
– –
CEG icon
132
Constellation Energy
CEG
$96B
$655K 0.03%
2,344
+300
+15% +$91.2K
KMX icon
133
CarMax
KMX
$8.38B
$646K 0.03%
15,530
-770
-5% -$33.7K
LLY icon
134
Eli Lilly
LLY
$1.1T
$624K 0.03%
678
+64
+10% +$64.9K
ACGL icon
135
Arch Capital
ACGL
$33.5B
$619K 0.03%
6,450
– –
BC icon
136
Brunswick
BC
$5.18B
$618K 0.03%
8,495
-2,910
-26% -$235K
EFG icon
137
iShares MSCI EAFE Growth ETF
EFG
$17.2B
$607K 0.03%
5,450
– –
SHEL icon
138
Shell
SHEL
$249B
$605K 0.03%
6,500
– –
PFE icon
139
Pfizer
PFE
$154B
$602K 0.03%
21,455
-475
-2% -$12.6K
OTIS icon
140
Otis Worldwide
OTIS
$27.7B
$581K 0.03%
7,537
– –
GLD icon
141
SPDR Gold Trust
GLD
$143B
$538K 0.02%
1,250
+10
+0.8% +$4.48K
PLTR icon
142
Palantir
PLTR
$421B
$534K 0.02%
3,650
-836
-19% -$128K
VST icon
143
Vistra
VST
$48.3B
$532K 0.02%
3,540
+330
+10% +$53.4K
GS icon
144
Goldman Sachs
GS
$300B
$529K 0.02%
625
– –
VZ icon
145
Verizon
VZ
$195B
$528K 0.02%
10,512
– –
IEFA icon
146
iShares Core MSCI EAFE ETF
IEFA
$195B
$504K 0.02%
5,571
– –
TSM icon
147
TSMC
TSM
$2.18T
$496K 0.02%
1,467
+252
+21% +$86.7K
SMH icon
148
VanEck Semiconductor ETF
SMH
$70.2B
$496K 0.02%
1,293
– –
DHR icon
149
Danaher
DHR
$147B
$485K 0.02%
2,559
-17
-0.7% -$3.62K
NSC icon
150
Norfolk Southern
NSC
$75.2B
$441K 0.02%
1,537
– –
4 5
6
7 8

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FFA
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GWM
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SIM
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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.