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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
PRTCPuretech Health Plc
| 0% | $701,936 302,000 shares@ $2.33 avg price | Exited |