We are live on ! Find out more
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
+381.46%
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
MSFT icon
1
Microsoft
MSFT
$3.45T
$147M 6.22%
284,203
+1,098
+0.4% +$560K
AMZN icon
2
Amazon
AMZN
$2.92T
$120M 5.07%
546,250
-6
-0% -$1.36K
BRK.B icon
3
Berkshire Hathaway Class B
BRK.B
$1.1T
$110M 4.63%
217,830
-1,298
-0.6% -$629K
APH icon
4
Amphenol
APH
$198B
$93.7M 3.96%
757,569
-17,783
-2% -$1.95M
AAPL icon
5
Apple
AAPL
$4.54T
$93.5M 3.95%
367,388
+9,687
+3% +$2.19M
GOOGL icon
6
Alphabet (Google) Class A
GOOGL
$4.36T
$92.6M 3.91%
380,734
-40,682
-10% -$8.52M
MRSH
7
Marsh
MRSH
$90.5B
$88.5M 3.74%
439,022
+12,399
+3% +$2.55M
TJX icon
8
TJX Companies
TJX
$174B
$88.4M 3.73%
611,302
-1,169
-0.2% -$155K
ECL icon
9
Ecolab
ECL
$78.1B
$80.5M 3.4%
294,056
-1,205
-0.4% -$327K
IBM icon
10
IBM
IBM
$211B
$78.1M 3.3%
276,664
+6,327
+2% +$1.66M
FISV
11
Fiserv Inc
FISV
$28.8B
$69.4M 2.93%
537,998
-1,916
-0.4% -$275K
ROK icon
12
Rockwell Automation
ROK
$53.4B
$68.4M 2.89%
195,753
-1,598
-0.8% -$552K
VRTX icon
13
Vertex Pharmaceuticals
VRTX
$121B
$60.2M 2.54%
153,602
+5,288
+4% +$2.21M
EW icon
14
Edwards Lifesciences
EW
$49.6B
$58.9M 2.49%
757,065
-3,522
-0.5% -$275K
INTU icon
15
Intuit
INTU
$86.5B
$58.4M 2.47%
85,493
+3,102
+4% +$2.24M
KR icon
16
Kroger
KR
$35.4B
$54.2M 2.29%
803,715
-46,481
-5% -$3.24M
WTS icon
17
Watts Water Technologies
WTS
$11.5B
$52M 2.2%
186,149
-49
-0% -$13.1K
SPGI icon
18
S&P Global
SPGI
$121B
$51.4M 2.17%
105,545
+426
+0.4% +$228K
GOOG icon
19
Alphabet (Google) Class C
GOOG
$4.36T
$48.3M 2.04%
198,341
-10,679
-5% -$2.24M
LECO icon
20
Lincoln Electric
LECO
$14.2B
$46.7M 1.97%
198,170
+1
+0% +$234
ASML icon
21
ASML
ASML
$626B
$37.8M 1.6%
39,017
+38,764
+15,322% +$30.5M
WST icon
22
West Pharmaceutical
WST
$24B
$35.8M 1.51%
136,470
+63,638
+87% +$15.5M
MA icon
23
Mastercard
MA
$502B
$34.4M 1.45%
60,535
-727
-1% -$418K
LH icon
24
Labcorp
LH
$25B
$34.3M 1.45%
119,576
-24,877
-17% -$6.67M
ALC icon
25
Alcon
ALC
$33.6B
$33.1M 1.4%
444,175
+6,498
+1% +$542K
1
2 3 4 5

Similar funds

SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
TW
Trajan Wealth Scottsdale, Arizona $2.48B AUM 17.44% 1-Year Est. Return
M
Mirova Paris, France $2.46B AUM 11.42% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $2.48B AUM 72.25% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

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.