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Latest Birch Hill Investment Advisors LLC Stock Portfolio

Birch Hill Investment Advisors LLC Performance:
2024 Q4: 0.2%YTD: 8.7%2023: 19.24%
Performance for 2024 Q4 is 0.2%, and YTD is 8.7%, and 2023 is 19.24%.

About Birch Hill Investment Advisors LLC and 13F Hedge Fund Stock Holdings

Birch Hill Investment Advisors LLC is a hedge fund based in BOSTON, MA. On 27-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $2.1 Billions. In it's latest 13F Holdings report, Birch Hill Investment Advisors LLC reported an equity portfolio of $2.2 Billions as of 31 Dec, 2024.

The top stock holdings of Birch Hill Investment Advisors LLC are AMZN, MSFT, . The fund has invested 5.6% of it's portfolio in AMAZON COM INC and 5.5% of portfolio in MICROSOFT CORP.

The fund managers got completely rid off COINBASE GLOBAL INC (COIN), GRAYSCALE BITCOIN MINI TR BT and VANGUARD WHITEHALL FDS (VIGI) stocks. They significantly reduced their stock positions in MERCK & CO INC (MRK), MOBILEYE GLOBAL INC (MBLY) and ISHARES TR (IJR). Birch Hill Investment Advisors LLC opened new stock positions in INVESCO EXCHANGE TRADED FD T (CSD), CHEWY INC (CHWY) and GRAYSCALE BITCOIN MINI TR ET. The fund showed a lot of confidence in some stocks as they added substantially to HAYWARD HLDGS INC (HAYW), BRUNSWICK CORP (BC) and HONEYWELL INTL INC (HON).

Birch Hill Investment Advisors LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Birch Hill Investment Advisors LLC made a return of 0.2% in the last quarter. In trailing 12 months, it's portfolio return was 8.7%.

New Buys

Ticker$ Bought
invesco exchange traded fd t2,942,110
chewy inc1,173,820
grayscale bitcoin mini tr et1,151,510
airbnb inc848,937
puretech health plc567,727
applovin corp364,956
siteone landscape supply inc325,340
palantir technologies inc295,621
New stocks bought by Birch Hill Investment Advisors LLC

Additions

Ticker% Inc.
hayward hldgs inc784
brunswick corp372
honeywell intl inc161
edwards lifesciences corp90.34
tesla inc60.45
visa inc58.19
uber technologies inc57.04
unitedhealth group inc33.6
Additions to existing portfolio by Birch Hill Investment Advisors LLC

Reductions

Ticker% Reduced
merck & co inc-34.14
mobileye global inc-22.95
ishares tr-22.58
bank america corp-22.44
grayscale bitcoin trust etf-19.3
wabtec-17.46
pfizer inc-13.51
vanguard index fds-13.21
Birch Hill Investment Advisors LLC reduced stake in above stock

Sold off

Ticker$ Sold
grayscale bitcoin mini tr bt-774,187
ishares tr-164,939
vanguard whitehall fds-745,868
coinbase global inc-819,582
portland gen elec co-214,113
lowes cos inc-212,888
caci intl inc-227,052
Birch Hill Investment Advisors LLC got rid off the above stocks

Sector Distribution

Birch Hill Investment Advisors LLC has about 19.8% of it's holdings in Technology sector.

Sector%
Technology19.8
Others19.3
Consumer Cyclical11.3
Industrials10.5
Financial Services10.3
Healthcare9.2
Consumer Defensive8.6
Communication Services6.2
Basic Materials3.7

Market Cap. Distribution

Birch Hill Investment Advisors LLC has about 77.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
LARGE-CAP43.8
MEGA-CAP33.8
UNALLOCATED19.3
MID-CAP2.7

Stocks belong to which Index?

About 77% of the stocks held by Birch Hill Investment Advisors LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50075.4
Others23.1
RUSSELL 20001.6
Top 5 Winners (%)%
TSLA
tesla inc
42.1 %
MBLY
mobileye global inc
39.6 %
AVGO
broadcom inc
33.4 %
WFC
wells fargo co new
24.0 %
CRM
salesforce inc
21.9 %
Top 5 Winners ($)$
AMZN
amazon com inc
18.4 M
GOOG
alphabet inc
10.8 M
AAPL
apple inc
6.0 M
GOOG
alphabet inc
5.2 M
EW
edwards lifesciences corp
4.4 M
Top 5 Losers (%)%
CVS
cvs health corp
-26.4 %
BC
brunswick corp
-20.4 %
AMGN
amgen inc
-19.0 %
MDLZ
mondelez intl inc
-18.7 %
UBER
uber technologies inc
-18.5 %
Top 5 Losers ($)$
VRTX
vertex pharmaceuticals inc
-10.8 M
ECL
ecolab inc
-6.4 M
MRK
merck & co inc
-5.9 M
STZ
constellation brands inc
-5.5 M
MDLZ
mondelez intl inc
-4.9 M

Birch Hill Investment Advisors LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Birch Hill Investment Advisors LLC

Birch Hill Investment Advisors LLC has 181 stocks in it's portfolio. About 43.9% of the portfolio is in top 10 stocks. VRTX proved to be the most loss making stock for the portfolio. AMZN was the most profitable stock for Birch Hill Investment Advisors LLC last quarter.

Last Reported on: 28 Jan, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions