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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
INTUIntuit
Recent Activity
Increased 0.55%
2.52%
$53.458M
86,083 shares@ $621.01 avg price
SPGIS&p Global Inc
Recent Activity
Increased 0.22%
2.45%
$52.031M
100,714 shares@ $516.63 avg price
STZConstellation Brands Inc
Recent Activity
Increased 1.27%
1.87%
$39.611M
153,715 shares@ $257.7 avg price
LECOLincoln Elec Hldgs Inc
Recent Activity
Increased 4.19%
1.73%
$36.698M
191,113 shares@ $192.02 avg price
WTSWatts Water Technologies Inc
Recent Activity
Increased 7.67%
1.53%
$32.399M
156,374 shares@ $207.19 avg price
LHLabcorp Holdings Inc
Recent Activity
Increased 0.92%
1.48%
$31.367M
140,358 shares@ $223.49 avg price
IJRIshares Tr
Recent Activity
Increased 10.64%
1.42%
$30.198M
258,193 shares@ $116.96 avg price
IVVIshares Tr
Recent Activity
Increased 0.56%
1.25%
$26.446M
45,847 shares@ $576.83 avg price
EWEdwards Lifesciences Corp
Recent Activity
Increased 0.81%
1.21%
$25.613M
388,129 shares@ $66.0 avg price
ADBEAdobe Inc
Recent Activity
Increased 42.53%
1.03%
$21.852M
42,204 shares@ $517.78 avg price