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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.52B
$32.4 Million 1.58% of portfolio
156,374
Q3 2024 Added 7.66%
$6.85B
$16.2 Million 0.79% of portfolio
545,668
Q3 2024 Reduced 12.68%
$3.33B
$595,000 0.03% of portfolio
38,880
Q3 2024 New
$4.96B
$400,000 0.02% of portfolio
4,777
Q3 2024 Added 14.64%
$6.48B
$319,000 0.02% of portfolio
1,800
Q4 2022 New
$4.38B
$214,000 0.01% of portfolio
4,470
Q3 2024 New
$9.54B
$302,000 0.01% of portfolio
7,844
Q1 2024 Reduced 4.96%

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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