Birch Hill Investment Advisors LLC Portfolio Holdings

Birch Hill Investment Advisors LLC

  • $2.06 Billion
  • Q3 2024

Birch Hill Investment Advisors LLC has filed its 13F form on October 10, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.06 Billion distributed in 178 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $120M, Berkshire Hathaway Inc Class B with a value of $106M, Amazon Com Inc with a value of $104M, Marsh & Mclennan Companies, Inc. with a value of $96.3M, and Apple Inc. with a value of $79.7M.

Examining the 13F form we can see an increase of $30.8M in the current position value, from $2.03B to 2.06B.

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

Portfolio value $2.06 Billion
Technology: $490 Million
Financial Services: $330 Million
Healthcare: $245 Million
Industrials: $224 Million
Consumer Cyclical: $214 Million
Consumer Defensive: $199 Million
Communication Services: $120 Million
ETFs: $117 Million
Other: $108 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$30.2 Million 1.47% of portfolio
258,193
Q3 2024 Added 10.63%
$0
$26.4 Million 1.29% of portfolio
45,847
Q3 2024 Added 0.56%
$0
$6.8 Million 0.33% of portfolio
109,154
Q3 2024 Added 0.2%
$0
$6.34 Million 0.31% of portfolio
75,831
Q3 2024 Added 0.81%
$0
$5.73 Million 0.28% of portfolio
119,704
Q3 2024 Added 2.51%
$0
$5.69 Million 0.28% of portfolio
96,060
Q3 2024 Added 9.45%
$0
$4.06 Million 0.2% of portfolio
37,669
Q3 2024 Added 18.42%
$0
$3.08 Million 0.15% of portfolio
58,362
Q3 2024 Reduced 0.1%
$0
$3.05 Million 0.15% of portfolio
13,804
Q3 2024 Added 2.23%
$0
$2.19 Million 0.11% of portfolio
24,960
Q3 2024 Reduced 0.16%
$0
$1.66 Million 0.08% of portfolio
2,884
Q3 2024 Added 0.07%
$0
$1.74 Million 0.08% of portfolio
37,949
Q3 2024 Added 0.05%
$0
$1.24 Million 0.06% of portfolio
14,048
Q1 2024 Added 28.22%
$0
$1.29 Million 0.06% of portfolio
2,452
Q2 2024 Reduced 0.49%
$0
$1.31 Million 0.06% of portfolio
27,689
Q3 2024 Added 28.13%
$0
$1.07 Million 0.05% of portfolio
4,073
Q3 2024 Added 0.07%
$0
$880,000 0.04% of portfolio
1,502
Q2 2024 Added 25.69%
$0
$745,000 0.04% of portfolio
5,818
Q1 2024 New
$0
$598,000 0.03% of portfolio
2,525
Q3 2024 Added 0.16%
$0
$578,000 0.03% of portfolio
5,373
Q2 2023 Reduced 1.83%
$0
$682,000 0.03% of portfolio
7,131
Q2 2024 New
$0
$712,000 0.03% of portfolio
8,468
Q2 2024 Added 3.83%
$0
$342,000 0.02% of portfolio
4,393
Q3 2024 Reduced 23.45%
$0
$343,000 0.02% of portfolio
3,159
Q2 2024 Reduced 1.56%
$0
$370,000 0.02% of portfolio
1,151
Q1 2023 New
$0
$317,000 0.02% of portfolio
1,293
Q3 2024 Reduced 4.08%
$0
$295,000 0.01% of portfolio
7,070
Q3 2024 Added 7.45%
$0
$272,000 0.01% of portfolio
478
Q4 2023 Reduced 10.82%
$0
$164,000 0.01% of portfolio
11,228
Q1 2024 Reduced 13.37%
$0
$251,000 0.01% of portfolio
3,200
Q4 2023 New
$0
$212,000 0.01% of portfolio
650
Q2 2024 New
$83.3B
$297,000 0.01% of portfolio
1,225
Q2 2024 Reduced 14.04%
$0
$252,000 0.01% of portfolio
891
Q1 2024 Reduced 4.6%

Summary

  • Portfolio
  • No. of Stocks 178
  • Current Value $2.06 Billion
  • Prior Value $2.03 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 10, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 68 stocks
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