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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
ZBH icon
151
Zimmer Biomet
ZBH
$18.6B
$433K 0.02%
4,792
-520
-10% -$47.7K
MGK icon
152
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.8B
$423K 0.02%
5,755
– –
IBIT icon
153
iShares Bitcoin Trust
IBIT
$47.5B
$423K 0.02%
11,000
– –
ADBE icon
154
Adobe
ADBE
$108B
$420K 0.02%
1,727
-1,050
-38% -$291K
WFC icon
155
Wells Fargo
WFC
$265B
$404K 0.02%
5,079
– –
VYM icon
156
Vanguard High Dividend Yield ETF
VYM
$83.7B
$403K 0.02%
2,720
– –
DSI icon
157
iShares MSCI KLD 400 Social ETF
DSI
$5.53B
$400K 0.02%
3,299
+75
+2% +$9.59K
ANET icon
158
Arista Networks
ANET
$242B
$372K 0.02%
3,031
+1,425
+89% +$191K
AVY icon
159
Avery Dennison
AVY
$13.5B
$359K 0.02%
2,081
– –
MO icon
160
Altria Group
MO
$110B
$356K 0.02%
5,400
– –
CAVA icon
161
CAVA Group
CAVA
$7.19B
$355K 0.02%
4,382
-1,600
-27% -$117K
PPG icon
162
PPG Industries
PPG
$25.7B
$354K 0.02%
3,315
-518
-14% -$58.7K
BMY icon
163
Bristol-Myers Squibb
BMY
$133B
$351K 0.02%
5,782
– –
BDX icon
164
Becton Dickinson
BDX
$48.8B
$348K 0.02%
2,215
– –
HON icon
165
Honeywell
HON
$76.9B
$344K 0.02%
1,522
– –
CSCO icon
166
Cisco
CSCO
$486B
$333K 0.01%
4,291
-478
-10% -$37.4K
QCOM icon
167
Qualcomm
QCOM
$172B
$325K 0.01%
2,522
– –
MS icon
168
Morgan Stanley
MS
$339B
$308K 0.01%
1,871
– –
WTRG icon
169
Essential Utilities
WTRG
$11.4B
$301K 0.01%
7,484
– –
MSA icon
170
Mine Safety
MSA
$7.45B
$295K 0.01%
1,800
– –
MDY icon
171
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27B
$293K 0.01%
475
– –
VIG icon
172
Vanguard Dividend Appreciation ETF
VIG
$114B
$289K 0.01%
1,344
– –
DLN icon
173
WisdomTree US LargeCap Dividend Fund
DLN
$6.4B
$286K 0.01%
3,200
– –
T icon
174
AT&T
T
$165B
$281K 0.01%
9,681
+50
+0.5% +$1.34K
CSX icon
175
CSX Corp
CSX
$92.8B
$275K 0.01%
6,700
– –
5 6
7
8 9

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TW
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M
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SG
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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.