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Paul J. Donovan

@Birch Hill Investment Advisors Llc

Latest period2024 - Q3ReportedManaged Assets$2.129BTotal holdings178
Assets growth rate2.96%Assets growth rate (2-Q avg)1.8%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Birch Hill Investment Advisors Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 178 positions.

Assets under management

The assets under management (AUM) of Birch Hill Investment Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 2.129B in assets, with a quarterly growth rate of 2.96% and a 2-quarter average growth rate of 1.8%. The portfolio is managed by Paul J. Donovan, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MSFTMicrosoft Corp
Recent Activity
Decreased -0.23%
5.63%
$119.658M
278,080 shares@ $430.31 avg price
FIFiserv Inc
Recent Activity
Decreased -2.04%
5.13%
$109.016M
606,827 shares@ $179.66 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -0.61%
4.99%
$106.074M
230,466 shares@ $460.26 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -0.54%
4.9%
$104.115M
558,766 shares@ $186.33 avg price
MMCMarsh & Mclennan Cos Inc
Recent Activity
Decreased -0.6%
4.53%
$96.248M
431,431 shares@ $223.1 avg price
AAPLApple Inc
Recent Activity
Decreased -0.12%
3.75%
$79.76M
342,317 shares@ $233.0 avg price
ECLEcolab Inc
Recent Activity
Decreased -0.74%
3.68%
$78.218M
306,339 shares@ $255.34 avg price
VRTXVertex Pharmaceuticals Inc
Recent Activity
Decreased -1.94%
3.68%
$78.206M
168,157 shares@ $465.09 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -1.96%
3.64%
$77.344M
466,351 shares@ $165.85 avg price
TJXTjx Cos Inc New
Recent Activity
Decreased -1.26%
3.58%
$76.046M
646,977 shares@ $117.55 avg price