Birch Hill Investment Advisors LLC Portfolio Holdings

Birch Hill Investment Advisors LLC

  • $2.03 Billion
  • Q2 2024

Birch Hill Investment Advisors LLC has filed its 13F form on July 30, 2024 for Q2 2024 where it was disclosed a total value porftolio of $2.03 Billion distributed in 172 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $125M, Amazon Com Inc with a value of $109M, Berkshire Hathaway Inc Class B with a value of $94.3M, Marsh & Mclennan Companies, Inc. with a value of $91.5M, and Alphabet Inc. with a value of $86.7M.

Examining the 13F form we can see an decrease of $848K in the current position value, from $2.03B to 2.03B.

Below you can find more details about Birch Hill Investment Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.03 Billion
Technology: $473 Million
Financial Services: $303 Million
Healthcare: $263 Million
Consumer Cyclical: $217 Million
Industrials: $208 Million
Consumer Defensive: $190 Million
Communication Services: $134 Million
ETFs: $106 Million
Other: $100 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$217B
$634,000 0.03% of portfolio
9,375
Q1 2024 Added 186.17%
$187B
$547,000 0.03% of portfolio
5,400
Q1 2022 Added 12.5%
$188B
$507,000 0.03% of portfolio
12,312
Q1 2024 Reduced 4.11%
$41.9B
$660,000 0.03% of portfolio
6,550
Q4 2023 Reduced 1.5%
$173B
$628,000 0.03% of portfolio
2,013
Q4 2023 Reduced 2.42%
$75.9B
$620,000 0.03% of portfolio
6,068
Q1 2024 Reduced 7.03%
$26B
$567,000 0.03% of portfolio
11,150
Q1 2024 Reduced 25.64%
$39.4B
$374,000 0.02% of portfolio
5,248
Q1 2024 Reduced 10.26%
$108B
$331,000 0.02% of portfolio
7,980
Q2 2024 Reduced 9.64%
$24.2B
$349,000 0.02% of portfolio
2,575
Q2 2024 Reduced 8.85%
$544B
$372,000 0.02% of portfolio
732
Q2 2024 Reduced 4.69%
$166B
$329,000 0.02% of portfolio
6,000
Q1 2024 Reduced 3.23%
$18.1B
$485,000 0.02% of portfolio
2,219
Q1 2024 Reduced 1.03%
$17.5B
$413,000 0.02% of portfolio
1,012
Q1 2018 New
$57.1B
$308,000 0.02% of portfolio
1,437
Q4 2023 Reduced 13.59%
$235B
$469,000 0.02% of portfolio
6,500
Q2 2022 New
$6.94B
$337,000 0.02% of portfolio
1,800
Q4 2022 New
$170B
$282,000 0.01% of portfolio
625
Q2 2024 Reduced 0.79%
$140B
$241,000 0.01% of portfolio
1,130
Q2 2024 Added 14.72%
$44.1B
$220,000 0.01% of portfolio
3,480
Q2 2020 New
$36.6B
$215,000 0.01% of portfolio
6,158
Q2 2024 New
$91.5B
$245,000 0.01% of portfolio
5,400
Q2 2022 Reduced 0.09%
$212B
$301,000 0.01% of portfolio
5,079
Q1 2024 New
$47.9B
$237,000 0.01% of portfolio
2,000
Q2 2021 New
$86.7B
$260,000 0.01% of portfolio
620
Q2 2024 Reduced 11.43%
$6.29B
$303,000 0.01% of portfolio
4,167
Q2 2024 Added 14.89%
$72.6B
$224,000 0.01% of portfolio
6,700
Q3 2023 Reduced 2.13%
$156B
$248,000 0.01% of portfolio
13,002
Q4 2023 Reduced 3.92%
$176B
$210,000 0.01% of portfolio
2,171
Q1 2024 Reduced 4.4%
$136B
$208,000 0.01% of portfolio
614
Q1 2024 New
$10.1B
$292,000 0.01% of portfolio
7,844
Q1 2024 Reduced 4.96%
$823B
$271,000 0.01% of portfolio
1,371
Q2 2024 Added 12.65%

Summary

  • Portfolio
  • No. of Stocks 172
  • Current Value $2.03 Billion
  • Prior Value $2.03 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 30, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 7 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 65 stocks
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