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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
PRTCPuretech Health Plc
Recent Activity
Exited
0%
$701,936
302,000 shares@ $2.33 avg price