BH

Birch Hill Investment Advisors LLC

13F
Birch Hill Investment Advisors LLC
Last update 2025-04-18 187 Stocks (10 new)
Value $2.11 Bil Turnover 3 %
Countries:
Top Holdings: BRK.B(5.68%)FI(5.58%)MSFT(5.05%)MMC(4.98%)AMZN(4.94%)
Summary Stock Picks Current Portfolio
Birch Hill Investment Advisors... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BRK.B 		Berkshire Hathaway Inc
224,881
119,767.2
-3.07%
5.680
-0.15%
0.010
-0.84%
+8.91%
1,064,871.7
Insurance
FI 		Fiserv Inc
532,468
117,584.9
-6.77%
5.580
-0.37%
0.090
-24.36%
-19.01%
92,235.6
Software
MSFT 		Microsoft Corp
283,380
106,378.2
+1.79%
5.050
+0.09%
0.000
+18.86%
+12.14%
3,499,836.3
Software
MMC 		Marsh & McLennan Companies Inc
430,488
105,051.9
+0.09%
4.980
0%
0.090
-2.44%
+8.98%
113,258.4
Insurance
AMZN 		Amazon.com Inc
547,072
104,085.9
-0.85%
4.940
-0.05%
0.010
+5.22%
-3.74%
2,241,961.3
Retail - Cyclical
AAPL 		Apple Inc
353,053
78,423.6
+3.26%
3.720
+0.12%
0.000
-13.45%
-18.58%
3,037,947.0
Hardware
ECL 		Ecolab Inc
303,484
76,939.3
-0.43%
3.650
-0.01%
0.110
+0.50%
+14.19%
75,663.9
Chemicals
TJX 		TJX Companies Inc
627,692
76,452.9
-2.29%
3.630
-0.08%
0.060
+6.59%
+6.78%
143,010.8
Retail - Cyclical
VRTX 		Vertex Pharmaceuticals Inc
148,304
71,900.8
-14.19%
3.410
-0.46%
0.060
-7.89%
+11.11%
114,896.2
Biotechnology
GOOGL 		Alphabet Inc
445,571
68,903.0
-3.00%
3.270
-0.12%
0.000
+0.50%
-8.49%
2,108,538.8
Interactive Media

Birch Hill Investment Advisors LLC's Historical Top Holdings Breakdowns

Birch Hill Investment Advisors LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
STZ 		Constellation Brands Inc2025-03-31Reduce
-1.37%
●
161.05 ($181.67) 222.93
$171.70
-5.49%
Reduce -90.43%
14,205
-134,169
ADI 		Analog Devices Inc2025-03-31Add
+1.01%
●
201.56 ($216.11) 243.82
$224.16
3.73%
Add 487.25%
127,158
105,505
MRK 		Merck & Co Inc2025-03-31Reduce
-0.65%
●
83.01 ($93.37) 101.02
$79.04
-15.35%
Reduce -48.07%
152,976
-141,579
APH 		Amphenol Corp2025-03-31Add
+0.64%
●
61.62 ($68.22) 78.55
$93.33
36.81%
Add 35.52%
787,726
206,458
CSL 		Carlisle Companies Inc2025-03-31Add
+0.49%
●
326.43 ($358.4) 408.24
$377.48
5.32%
Add 159.24%
48,864
30,015
VRTX 		Vertex Pharmaceuticals Inc2025-03-31Reduce
-0.46%
●
402.49 ($466) 513.76
$448.15
-3.83%
Reduce -14.19%
148,304
-24,517
FI 		Fiserv Inc2025-03-31Reduce
-0.37%
●
200.51 ($218.93) 237.79
$166.43
-23.98%
Reduce -6.77%
532,468
-38,673
GNTX 		Gentex Corp2025-03-31Reduce
-0.24%
●
23.3 ($25.57) 28.48
$21.41
-16.27%
Reduce -36.2%
316,755
-179,695
BRK.B 		Berkshire Hathaway Inc2025-03-31Reduce
-0.15%
●
442.66 ($486.15) 534.52
$493.38
1.49%
Reduce -3.07%
224,881
-7,118
WTS 		Watts Water Technologies Inc2025-03-31Add
+0.15%
●
195.28 ($209.68) 224.67
$243.43
16.10%
Add 9%
183,479
15,150

Birch Hill Investment Advisors LLC Total Holding History ($B)

To

Birch Hill Investment Advisors LLC's Asset Allocation

To

Birch Hill Investment Advisors LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Birch Hill Investment Advisors LLC's Hypothetical Growth since 2025-03-31

Birch Hill Investment Advisors LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Birch Hill Investment Advisors LLC's Holdings Heat Map

Size field:

Birch Hill Investment Advisors LLC's Holdings Bubble Chart

Birch Hill Investment Advisors LLC News

  • 1

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