test

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
IBMInternational Business Machs
Recent Activity
Decreased -1%
2.92%
$61.966M
280,288 shares@ $221.08 avg price
INTUIntuit
Recent Activity
Increased 0.55%
2.52%
$53.458M
86,083 shares@ $621.01 avg price
ROKRockwell Automation Inc
Recent Activity
Decreased -0.32%
2.5%
$53.195M
198,148 shares@ $268.46 avg price
SPGIS&p Global Inc
Recent Activity
Increased 0.22%
2.45%
$52.031M
100,714 shares@ $516.63 avg price
KRKroger Co
Recent Activity
Decreased -3.75%
2.44%
$51.871M
905,261 shares@ $57.3 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -0.68%
2.39%
$50.789M
447,244 shares@ $113.56 avg price
STZConstellation Brands Inc
Recent Activity
Increased 1.27%
1.87%
$39.611M
153,715 shares@ $257.7 avg price
ALCAlcon Ag
Recent Activity
Decreased -0.02%
1.83%
$38.941M
389,138 shares@ $100.08 avg price
APHAmphenol Corp New
Recent Activity
Decreased -1%
1.8%
$38.304M
587,852 shares@ $65.16 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -1.4%
1.8%
$38.278M
228,952 shares@ $167.19 avg price