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
+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
GLD icon
151
SPDR Gold Trust
GLD
$142B
$408K 0.02%
1,340
+115
+9% +$34.8K
QCOM icon
152
Qualcomm
QCOM
$176B
$408K 0.02%
2,562
– –
WFC icon
153
Wells Fargo
WFC
$264B
$407K 0.02%
5,079
– –
BDX icon
154
Becton Dickinson
BDX
$48.2B
$403K 0.02%
2,340
-425
-15% -$77.9K
NSC icon
155
Norfolk Southern
NSC
$75.1B
$393K 0.02%
1,537
– –
PPG icon
156
PPG Industries
PPG
$26.6B
$391K 0.02%
3,433
– –
AVY icon
157
Avery Dennison
AVY
$13.4B
$380K 0.02%
2,166
– –
T icon
158
AT&T
T
$163B
$376K 0.02%
13,002
– –
SMH icon
159
VanEck Semiconductor ETF
SMH
$71.8B
$361K 0.02%
1,293
– –
BX icon
160
Blackstone
BX
$110B
$359K 0.02%
2,400
+500
+26% +$68.7K
VRT icon
161
Vertiv
VRT
$105B
$359K 0.02%
2,795
-620
-18% -$60.3K
XYL icon
162
Xylem
XYL
$28.1B
$331K 0.01%
2,555
-320
-11% -$38.8K
MO icon
163
Altria Group
MO
$114B
$317K 0.01%
5,400
– –
SYY icon
164
Sysco
SYY
$40.3B
$316K 0.01%
4,168
-80
-2% -$5.81K
SYK icon
165
Stryker
SYK
$130B
$315K 0.01%
795
– –
MCO icon
166
Moody's
MCO
$82.7B
$311K 0.01%
620
– –
RSPE icon
167
Invesco ESG S&P 500 Equal Weight ETF
RSPE
$69.7M
$308K 0.01%
11,184
+2,225
+25% +$57.6K
CMCSA icon
168
Comcast
CMCSA
$90B
$306K 0.01%
8,577
-1
-0% -$35
MSA icon
169
Mine Safety
MSA
$7.49B
$302K 0.01%
1,800
– –
AMD icon
170
Advanced Micro Devices
AMD
$789B
$293K 0.01%
+2,067
New +$225K
PAYX icon
171
Paychex
PAYX
$42.7B
$290K 0.01%
2,000
-120
-6% -$18.1K
WTRG icon
172
Essential Utilities
WTRG
$11.4B
$278K 0.01%
7,484
– –
MDY icon
173
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$269K 0.01%
475
– –
VYM icon
174
Vanguard High Dividend Yield ETF
VYM
$83.5B
$267K 0.01%
2,005
– –
UNH icon
175
UnitedHealth
UNH
$370B
$265K 0.01%
849
-91
-10% -$34.8K
4 5 6
7
8

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 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.