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BIRCH HILL INVESTMENT ADVISORS LLC

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BOSTON MA Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Birch Hill Investment Advisors is based out of Boston. Birch Hill Investment Advisors is a large advisory firm with 185 clients and discretionary assets under management (AUM) of $2,064,583,618 (Form ADV from 2023-10-03). Their last reported 13F filing for Q4 2023 included $1,879,608,185 in managed 13F securities and a top 10 holdings concentration of 42.06%. Birch Hill Investment Advisors's largest holding is Microsoft Corp. with shares held of 291,317. Whalewisdom has at least 66 13F filings

2023-12-31

Top Buys (13F)

Name % Change
MBLY Mobileye Global Inc 1.01%
ALC Alcon Inc 0.65%
LH Laboratory Corp of A 0.42%
AMZN Amazon.com Inc. 0.31%
INTU Intuit, Inc. 0.29%

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
MSFT Microsoft Corp. 5.83%
AMZN Amazon.com Inc. 4.61%
BRK.B Berkshire Hathaway I 4.5%
FI Fiserv, Inc. 4.5%
MMC Marsh & McLennan Com 4.42%

2023-12-31

13F Activity

Market Value $1.88b, Prior: $1.68b
New Purchases 12 stocks
Added To 49 stocks
Sold out of 3 stocks
Reduced holdings in 71 stocks
Top 10 Holdings % 42.06%
Turnover %[1] 9.2%
Turnover Alt %[2] 2.16%
Time Held Top 20 23.45 quarters
Time Held Top 10 21.6 quarters
Time Held All 36.43 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance