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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
MO icon
151
Altria Group
MO
$109B
$451K 0.02%
6,834
+1,434
+27% +$90.8K
LLY icon
152
Eli Lilly
LLY
$1.1T
$439K 0.02%
575
-25
-4% -$18.6K
BDX icon
153
Becton Dickinson
BDX
$48.9B
$429K 0.02%
2,290
-50
-2% -$9.29K
LEN icon
154
Lennar Class A
LEN
$20.6B
$429K 0.02%
+3,400
New +$422K
QCOM icon
155
Qualcomm
QCOM
$170B
$426K 0.02%
2,562
– –
WFC icon
156
Wells Fargo
WFC
$265B
$426K 0.02%
5,079
– –
SMH icon
157
VanEck Semiconductor ETF
SMH
$70.1B
$422K 0.02%
1,293
– –
VRT icon
158
Vertiv
VRT
$104B
$422K 0.02%
2,795
– –
BX icon
159
Blackstone
BX
$113B
$410K 0.02%
2,400
– –
T icon
160
AT&T
T
$165B
$367K 0.02%
13,002
– –
PPG icon
161
PPG Industries
PPG
$25.7B
$361K 0.02%
3,433
– –
CSCO icon
162
Cisco
CSCO
$483B
$361K 0.02%
+5,269
New +$359K
AVY icon
163
Avery Dennison
AVY
$13.5B
$347K 0.01%
2,137
-29
-1% -$5K
SYY icon
164
Sysco
SYY
$40.1B
$343K 0.01%
4,168
– –
RSPE icon
165
Invesco ESG S&P 500 Equal Weight ETF
RSPE
$69.6M
$334K 0.01%
11,549
+365
+3% +$10.3K
AMD icon
166
Advanced Micro Devices
AMD
$767B
$331K 0.01%
2,048
-19
-0.9% -$3.07K
MSA icon
167
Mine Safety
MSA
$7.45B
$310K 0.01%
1,800
– –
WTRG icon
168
Essential Utilities
WTRG
$11.3B
$299K 0.01%
7,484
– –
MS icon
169
Morgan Stanley
MS
$338B
$297K 0.01%
1,871
– –
MCO icon
170
Moody's
MCO
$82.8B
$295K 0.01%
620
– –
UNH icon
171
UnitedHealth
UNH
$371B
$293K 0.01%
849
– –
FDS icon
172
Factset
FDS
$10.1B
$290K 0.01%
1,012
– –
MDY icon
173
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27B
$283K 0.01%
475
– –
VYM icon
174
Vanguard High Dividend Yield ETF
VYM
$83.7B
$283K 0.01%
2,005
– –
DLN icon
175
WisdomTree US LargeCap Dividend Fund
DLN
$6.4B
$278K 0.01%
3,200
– –
5 6
7
8 9

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FFA
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GWM
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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.