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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
+381.46%
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
MSFT icon
1
Microsoft
MSFT
$2.9T
$141M 6.25%
283,105
-275
-0.1% -$119K
AMZN icon
2
Amazon
AMZN
$2.44T
$120M 5.32%
546,256
-816
-0.1% -$161K
BRK.B icon
3
Berkshire Hathaway Class B
BRK.B
$1.1T
$106M 4.73%
219,128
-5,753
-3% -$2.92M
MRSH
4
Marsh
MRSH
$94.3B
$93.3M 4.14%
426,623
-3,865
-0.9% -$873K
FISV
5
Fiserv Inc
FISV
$29.7B
$93.1M 4.13%
539,914
+7,446
+1% +$1.35M
IBM icon
6
IBM
IBM
$213B
$79.7M 3.54%
270,337
-2,490
-0.9% -$642K
ECL icon
7
Ecolab
ECL
$79.8B
$79.6M 3.53%
295,261
-8,223
-3% -$2.09M
APH icon
8
Amphenol
APH
$185B
$76.6M 3.4%
775,352
-12,374
-2% -$1.01M
TJX icon
9
TJX Companies
TJX
$179B
$75.6M 3.36%
612,471
-15,221
-2% -$1.93M
GOOGL icon
10
Alphabet (Google) Class A
GOOGL
$4.12T
$74.3M 3.3%
421,416
-24,155
-5% -$3.95M
AAPL icon
11
Apple
AAPL
$4.97T
$73.4M 3.26%
357,701
+4,648
+1% +$939K
VRTX icon
12
Vertex Pharmaceuticals
VRTX
$123B
$66M 2.93%
148,314
+10
+0% +$4.61K
ROK icon
13
Rockwell Automation
ROK
$51.1B
$65.6M 2.91%
197,351
-512
-0.3% -$146K
INTU icon
14
Intuit
INTU
$91.1B
$64.9M 2.88%
82,391
-3,189
-4% -$2.16M
KR icon
15
Kroger
KR
$36.7B
$61M 2.71%
850,196
-22,670
-3% -$1.57M
EW icon
16
Edwards Lifesciences
EW
$49.4B
$59.5M 2.64%
760,587
+3,988
+0.5% +$297K
SPGI icon
17
S&P Global
SPGI
$124B
$55.4M 2.46%
105,119
+1,197
+1% +$597K
WTS icon
18
Watts Water Technologies
WTS
$11.2B
$45.8M 2.03%
186,198
+2,719
+1% +$612K
LECO icon
19
Lincoln Electric
LECO
$14.1B
$41.1M 1.82%
198,169
+1,825
+0.9% +$349K
ALC icon
20
Alcon
ALC
$34B
$38.6M 1.72%
437,677
+20,538
+5% +$1.84M
LH icon
21
Labcorp
LH
$25.2B
$37.9M 1.68%
144,453
+809
+0.6% +$197K
GOOG icon
22
Alphabet (Google) Class C
GOOG
$4.11T
$37.1M 1.65%
209,020
-8,926
-4% -$1.48M
COST icon
23
Costco
COST
$432B
$35.3M 1.57%
35,670
-996
-3% -$990K
MA icon
24
Mastercard
MA
$498B
$34.4M 1.53%
61,262
-2,145
-3% -$1.19M
JPM icon
25
JPMorgan Chase
JPM
$916B
$29.4M 1.31%
101,427
-1,121
-1% -$286K
1
2 3 4 5

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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.