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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
MS icon
176
Morgan Stanley
MS
$340B
$264K 0.01%
1,871
-100
-5% -$12.3K
DLN icon
177
WisdomTree US LargeCap Dividend Fund
DLN
$6.39B
$263K 0.01%
3,200
– –
ARES icon
178
Ares Management
ARES
$30.9B
$260K 0.01%
1,500
– –
VEU icon
179
Vanguard FTSE All-World ex-US ETF
VEU
$70.2B
$258K 0.01%
3,834
– –
VTI icon
180
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$254K 0.01%
836
-5
-0.6% -$1.41K
BMY icon
181
Bristol-Myers Squibb
BMY
$132B
$254K 0.01%
5,482
– –
DRI icon
182
Darden Restaurants
DRI
$24.4B
$251K 0.01%
1,150
– –
NET icon
183
Cloudflare
NET
$107B
$247K 0.01%
+1,260
New +$183K
UL icon
184
Unilever
UL
$136B
$245K 0.01%
3,556
– –
MLPX icon
185
Global X MLP & Energy Infrastructure ETF
MLPX
$3.5B
$230K 0.01%
3,666
– –
IWO icon
186
iShares Russell 2000 Growth ETF
IWO
$15B
$229K 0.01%
800
– –
IWV icon
187
iShares Russell 3000 ETF
IWV
$20.4B
$228K 0.01%
650
– –
WELL icon
188
Welltower
WELL
$171B
$226K 0.01%
1,472
– –
TSM icon
189
TSMC
TSM
$2.18T
$223K 0.01%
+983
New +$182K
CSX icon
190
CSX Corp
CSX
$93.1B
$219K 0.01%
+6,700
New +$202K
CACI icon
191
CACI
CACI
$14.2B
$215K 0.01%
+450
New +$199K
COF icon
192
Capital One
COF
$134B
$211K 0.01%
+993
New +$185K
HUBB icon
193
Hubbell
HUBB
$27.2B
$210K 0.01%
+515
New +$191K
WAT icon
194
Waters Corp
WAT
$39.9B
$209K 0.01%
600
– –
ASML icon
195
ASML
ASML
$669B
$203K 0.01%
+253
New +$182K
GIS icon
196
General Mills
GIS
$19.7B
– –
-3,480
Closed -$208K
IHI icon
197
iShares US Medical Devices ETF
IHI
$3.37B
– –
-3,500
Closed -$211K
4 5 6 7
8

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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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Q
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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.