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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
TSM icon
176
TSMC
TSM
$2.17T
$275K 0.01%
983
– –
NET icon
177
Cloudflare
NET
$110B
$270K 0.01%
1,260
– –
CMCSA icon
178
Comcast
CMCSA
$89.5B
$257K 0.01%
8,178
-399
-5% -$13.4K
IWO icon
179
iShares Russell 2000 Growth ETF
IWO
$14.9B
$256K 0.01%
800
– –
PAYX icon
180
Paychex
PAYX
$43.1B
$254K 0.01%
2,000
– –
VTI icon
181
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$250K 0.01%
761
-75
-9% -$23.7K
BMY icon
182
Bristol-Myers Squibb
BMY
$133B
$247K 0.01%
5,482
– –
IWV icon
183
iShares Russell 3000 ETF
IWV
$20.4B
$246K 0.01%
650
– –
ARES icon
184
Ares Management
ARES
$31B
$240K 0.01%
1,500
– –
CSX icon
185
CSX Corp
CSX
$92.8B
$238K 0.01%
6,700
– –
UL icon
186
Unilever
UL
$135B
$237K 0.01%
3,556
– –
MLPX icon
187
Global X MLP & Energy Infrastructure ETF
MLPX
$3.53B
$230K 0.01%
3,666
– –
CAVA icon
188
CAVA Group
CAVA
$7.18B
$229K 0.01%
+3,792
New +$287K
SYK icon
189
Stryker
SYK
$132B
$227K 0.01%
614
-181
-23% -$69.9K
CACI icon
190
CACI
CACI
$14.3B
$224K 0.01%
450
– –
DRI icon
191
Darden Restaurants
DRI
$24.9B
$219K 0.01%
1,150
– –
HUBB icon
192
Hubbell
HUBB
$26.7B
$217K 0.01%
504
-11
-2% -$4.74K
IWF icon
193
iShares Russell 1000 Growth ETF
IWF
$127B
$213K 0.01%
+1,816
New +$202K
COF icon
194
Capital One
COF
$134B
$211K 0.01%
993
– –
WELL icon
195
Welltower
WELL
$170B
$205K 0.01%
1,152
-320
-22% -$52.6K
BLK icon
196
Blackrock
BLK
$175B
$202K 0.01%
+173
New +$193K
SERA icon
197
Sera Prognostics
SERA
$78.7M
$83.5K ﹤0.01%
+27,293
New +$77.7K
MAS icon
198
Masco
MAS
$14.7B
– –
-13,345
Closed -$859K
PRTC
199
DELISTED
PureTech Health
PRTC
– –
-242,676
Closed -$415K
STZ icon
200
Constellation Brands
STZ
$22.8B
– –
-9,353
Closed -$1.52M
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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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.