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
+3.26%
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
$2.39B
AUM Growth
+$25.2M
Cap. Flow
-$13.3M
Cap. Flow %
-0.56%
Top 10 Hldgs %
42.43%
Holding
206
New
9
Increased
48
Reduced
98
Closed
6

Top Buys

Rank Stock Value
1
CLX icon
Clorox
CLX
+$23.8M
2
PG icon
Procter & Gamble
PG
+$4.72M
3
WST icon
West Pharmaceutical
WST
+$4.29M
4
INTU icon
Intuit
INTU
+$2.15M
5
IBM icon
IBM
IBM
+$1.72M

Top Sells

Rank Stock Value
1
LH icon
Labcorp
LH
+$9.85M
2
ADBE icon
Adobe
ADBE
+$6.49M
3
MDLZ icon
Mondelez International
MDLZ
+$6M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.45M
5
FISV
Fiserv Inc
FISV
+$4.21M

Sector Composition

Rank Sector Weight
1 Technology 27.41%
2 Financials 13.87%
3 Healthcare 11.98%
4 Industrials 11.28%
5 Consumer Discretionary 10.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
1
Microsoft
MSFT
$3.64T
$137M 5.71%
282,529
-1,674
-0.6% -$839K
AMZN icon
2
Amazon
AMZN
$2.65T
$125M 5.21%
540,217
-6,033
-1% -$1.38M
GOOGL icon
3
Alphabet (Google) Class A
GOOGL
$4.19T
$113M 4.73%
361,655
-19,079
-5% -$5.45M
BRK.B icon
4
Berkshire Hathaway Class B
BRK.B
$1.11T
$109M 4.55%
216,785
-1,045
-0.5% -$520K
APH icon
5
Amphenol
APH
$191B
$98.9M 4.13%
1,464,152
-50,986
-3% -$3.41M
AAPL icon
6
Apple
AAPL
$4.85T
$98.7M 4.12%
362,974
-4,414
-1% -$1.18M
TJX icon
7
TJX Companies
TJX
$135B
$92.1M 3.85%
599,401
-11,901
-2% -$1.76M
IBM icon
8
IBM
IBM
$224B
$83.7M 3.5%
282,401
+5,737
+2% +$1.72M
MRSH
9
Marsh
MRSH
$84.4B
$81.4M 3.4%
438,591
-431
-0.1% -$80.6K
ECL icon
10
Ecolab
ECL
$76.8B
$77M 3.22%
293,478
-578
-0.2% -$154K
ROK icon
11
Rockwell Automation
ROK
$46.1B
$75M 3.13%
192,763
-2,990
-2% -$1.12M
VRTX icon
12
Vertex Pharmaceuticals
VRTX
$130B
$69.1M 2.89%
152,485
-1,117
-0.7% -$481K
EW icon
13
Edwards Lifesciences
EW
$51.5B
$63.4M 2.65%
743,680
-13,385
-2% -$1.1M
GOOG icon
14
Alphabet (Google) Class C
GOOG
$4.15T
$59.4M 2.48%
189,401
-8,940
-5% -$2.56M
INTU icon
15
Intuit
INTU
$85B
$58.8M 2.46%
88,753
+3,260
+4% +$2.15M
SPGI icon
16
S&P Global
SPGI
$120B
$55.5M 2.32%
106,211
+666
+0.6% +$330K
WTS icon
17
Watts Water Technologies
WTS
$11.6B
$52.4M 2.19%
189,909
+3,760
+2% +$1.04M
KR icon
18
Kroger
KR
$36.4B
$49.5M 2.07%
793,039
-10,676
-1% -$698K
LECO icon
19
Lincoln Electric
LECO
$13.9B
$48.1M 2.01%
200,860
+2,690
+1% +$637K
ASML icon
20
ASML
ASML
$615B
$42.4M 1.77%
39,658
+641
+2% +$669K
WST icon
21
West Pharmaceutical
WST
$25.5B
$41.9M 1.75%
152,148
+15,678
+11% +$4.29M
ALC icon
22
Alcon
ALC
$32B
$34.8M 1.46%
441,835
-2,340
-0.5% -$180K
MA icon
23
Mastercard
MA
$497B
$33.1M 1.38%
58,005
-2,530
-4% -$1.41M
FISV
24
Fiserv Inc
FISV
$26.3B
$32.8M 1.37%
487,695
-50,303
-9% -$4.21M
ADI icon
25
Analog Devices
ADI
$175B
$31.5M 1.31%
115,973
-1,371
-1% -$344K
1
2 3 4 5

Similar funds

CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return
SQA
Simon Quick Advisors Morristown, New Jersey $2.48B AUM 21.26% 1-Year Est. Return
RG
Renaissance Group Covington, Kentucky $2.46B AUM 32.78% 1-Year Est. Return
NDSIB
North Dakota State Investment Board Bismarck, North Dakota $2.46B AUM
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.46B AUM 30.05% 1-Year Est. Return
VCM
Valiant Capital Management San Francisco, California $2.48B AUM 57.08% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

Birch Hill Investment Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Birch Hill Investment Advisors held 206 positions worth $2.39B, up 1.1% from $2.37B the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Birch Hill Investment Advisors's Q4 2025 filing shows 9 new, 48 increased, 98 reduced and 6 closed positions. Its largest new stake was Clorox: 219,206 shares worth $22.1M. The largest sale was Labcorp, an estimated $9.85M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, down from 29% a quarter earlier, followed by Financials and Healthcare.

  • Birch Hill Investment Advisors's largest Q4 2025 buy was Clorox: 219,206 shares worth $22.1M.
  • Birch Hill Investment Advisors added most to Procter & Gamble in Q4 2025, an estimated $4.72M increase.
  • Birch Hill Investment Advisors's biggest Q4 2025 reduction was Labcorp, cutting an estimated $9.85M.
  • Birch Hill Investment Advisors fully exited Lennar Class A in Q4 2025, selling an estimated $429K.
  • Birch Hill Investment Advisors's ten largest holdings make up 42% of its $2.39B portfolio in Q4 2025.
  • Birch Hill Investment Advisors opened 9 new positions and closed 6 in Q4 2025.
  • Birch Hill Investment Advisors's portfolio value rose 1.1% quarter-over-quarter to $2.39B.

Based on Birch Hill Investment Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.