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Latest Birch Hill Investment Advisors LLC Stock Portfolio

$2.06Billion– No. of Holdings #172

Birch Hill Investment Advisors LLC Performance:
2024 Q1: 7.22%YTD: 7.22%2023: 19.21%

Performance for 2024 Q1 is 7.22%, and YTD is 7.22%, and 2023 is 19.21%.

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 $2.1 Billions as of 31 Mar, 2024.

The top stock holdings of Birch Hill Investment Advisors LLC are MSFT, AMZN, . The fund has invested 5.8% of it's portfolio in MICROSOFT CORP and 5% of portfolio in AMAZON COM INC.

The fund managers got completely rid off BOEING CO (BA), HERSHEY CO (HSY) and VANECK ETF TRUST (AFK) stocks. They significantly reduced their stock positions in FORTREA HLDGS INC, BANK AMERICA CORP (BAC) and CVS HEALTH CORP (CVS). Birch Hill Investment Advisors LLC opened new stock positions in GRAYSCALE BITCOIN TR BTC, J P MORGAN EXCHANGE TRADED F (BBAX) and COINBASE GLOBAL INC (COIN). The fund showed a lot of confidence in some stocks as they added substantially to ANALOG DEVICES INC (ADI), S&P GLOBAL INC (SPGI) and ISHARES TR (AGG).
Birch Hill Investment Advisors LLC Equity Portfolio Value
Last Reported on: 13 May, 2024

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 7.22% in the last quarter. In trailing 12 months, it's portfolio return was 22.51%.

New Buys

Ticker$ Bought
grayscale bitcoin tr btc8,686,570
j p morgan exchange traded f4,293,180
coinbase global inc1,325,600
vanguard whitehall fds703,920
ishares tr651,746
ishares bitcoin tr639,426
vanguard world fd626,586
wells fargo co new294,379

New stocks bought by Birch Hill Investment Advisors LLC

Additions

Ticker% Inc.
analog devices inc976
s&p global inc427
ishares tr409
mobileye global inc168
ishares tr117
nike inc51.62
watts water technologies inc48.66
ishares tr31.54

Additions to existing portfolio by Birch Hill Investment Advisors LLC

Reductions

Ticker% Reduced
fortrea hldgs inc-77.49
bank america corp-60.26
cvs health corp-57.31
masco corp-38.4
wabtec-38.2
nutrien ltd-25.64
comcast corp new-22.74
gentex corp-22.57

Birch Hill Investment Advisors LLC reduced stake in above stock

Sold off

Ticker$ Sold
vaneck etf trust-218,465
bank new york mellon corp-208,200
hershey co-231,186
texas instrs inc-210,177
boeing co-252,840

Birch Hill Investment Advisors LLC got rid off the above stocks

Sector Distribution

Birch Hill Investment Advisors LLC has about 17.6% of it's holdings in Technology sector.

Sector%
Technology17.6
Others16.5
Healthcare12.7
Consumer Cyclical12
Industrials11.1
Financial Services10.2
Consumer Defensive9.5
Communication Services5.5
Basic Materials3.8

Market Cap. Distribution

Birch Hill Investment Advisors LLC has about 78.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
LARGE-CAP46.8
MEGA-CAP32
UNALLOCATED16.5
MID-CAP4.6

Stocks belong to which Index?

About 0% of the stocks held by Birch Hill Investment Advisors LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others100
Top 5 Winners (%)%
NVDA
nvidia corporation
80.8 %
COIN
coinbase global inc
59.7 %
META
meta platforms inc
37.2 %
GE
general electric co
36.6 %
DIS
disney walt co
35.4 %
Top 5 Winners ($)$
AMZN
amazon com inc
16.2 M
MSFT
microsoft corp
12.9 M
MRK
merck & co inc
10.6 M
KR
kroger co
10.3 M
ECL
ecolab inc
10.1 M
Top 5 Losers (%)%
AGG
ishares tr
-41.2 %
TSLA
tesla inc
-29.1 %
ADBE
adobe inc
-14.6 %
INTC
intel corp
-12.1 %
NKE
nike inc
-11.6 %
Top 5 Losers ($)$
AAPL
apple inc
-7.3 M
AGG
ishares tr
-4.4 M
ROK
rockwell automation inc
-3.6 M
MBLY
mobileye global inc
-1.6 M
LH
laboratory corp amer hldgs
-1.1 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 172 stocks in it's portfolio. About 41.5% of the portfolio is in top 10 stocks. AAPL 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: 13 May, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions