Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
46
4
5
2
2
0
38
9
2
BIRCH HILL INVESTMENT ADVISORS LLC

Time Period2018-12-31

Total Holdings136

Total Value ($x1000)1,148,234
Activities
New2

Increased36

Unchanged34

Decreased64

Sold Out16

Top 10 Stock Holdingstotal 38.88%
MSFT4.6

MRK4.55

FISV4.54

MMC4.16

AMZN4.14

 
ECL3.77

TJX3.52

GNTX3.31

GOOGL3.29

DCI3

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
MSFT
4.6%
COM
MRK
4.55%
COM
FISV
4.54%
COM
MMC
4.16%
COM
AMZN
4.14%
COM
ECL
3.77%
COM
TJX
3.52%
COM
GNTX
3.31%
COM
GOOGL
3.29%
CAP STK CL A
DCI
3%
COM
JNJ
2.81%
COM
CMCSA
2.78%
CL A
ZMH
2.64%
COM
PG
2.59%
COM
COST
2.52%
COM
BAC
2.46%
COM
AAPL
2.45%
COM
BKNG
2.4%
COM
EW
2.25%
COM
SYF
2.24%
COM
CDK
1.84%
COM
UPS
1.75%
CL B
GOOG
1.61%
CAP STK CL C
WAB
1.52%
COM
UTX
1.44%
COM
COF
1.42%
COM
EBAY
1.37%
COM
MDLZ
1.19%
CL A
NTR
1.18%
COM
MA
1.17%
CL A
GWW
1.01%
COM
CL
0.98%
COM
PEP
0.96%
COM
JPM
0.93%
COM
INTC
0.84%
COM
LH
0.8%
COM NEW
USB
0.79%
COM NEW
XOM
0.74%
COM
MKC
0.74%
COM NON VTG
BRK.B
0.7%
CL B NEW
IVV
0.66%
CORE S&P500 ETF
CCL
0.59%
PAIRED CTF
BXP
0.48%
COM
VWO
0.44%
FTSE EMR MKT ETF
ADP
0.42%
COM
WFC
0.41%
COM
CVS
0.39%
COM
EFA
0.39%
MSCI EAFE ETF
UNP
0.34%
COM
ACN
0.34%
SHS CLASS A
CELG
0.32%
COM
KO
0.32%
COM
IR
0.29%
SHS
FDX
0.28%
COM
IJR
0.25%
CORE S&P SCP ETF
ORCL
0.24%
COM
NEE
0.24%
COM
ABT
0.24%
COM
IWM
0.23%
RUSSELL 2000 ETF
EEM
0.23%
MSCI EMG MKT ETF
HD
0.23%
COM
ABBV
0.23%
COM
SLB
0.22%
COM
CVX
0.22%
COM
PFE
0.21%
COM
IJH
0.21%
CORE S&P MCP ETF
MMM
0.2%
COM
AVGO
0.18%
COM
EMR
0.18%
COM
VEA
0.18%
FTSE DEV MKT ETF
GE
0.17%
COM
TMO
0.17%
COM
DIS
0.15%
COM DISNEY
APD
0.14%
COM
FB
0.14%
CL A
BA
0.13%
COM
D
0.13%
COM
ITW
0.11%
COM
WMT
0.1%
COM
VZ
0.1%
COM
CRM
0.09%
COM
ALLE
0.08%
ORD SHS
T
0.08%
COM
BRK.A
0.08%
CL A
MCD
0.07%
COM
BSX
0.07%
COM
IBM
0.07%
COM
APC
0.07%
COM
SPY
0.07%
TR UNIT
DUK
0.07%
COM NEW
DE
0.06%
COM
ROP
0.06%
COM
MAR
0.06%
CL A
CSL
0.06%
COM
DWDP
0.06%
COM
NKE
0.06%
CL B
BDX
0.06%
COM
ACWX
0.06%
MSCI ACWI US ETF
VTI
0.05%
TOTAL STK MKT
LIN
0.05%
COM
VO
0.05%
MID CAP ETF
CAT
0.05%
COM
WM
0.05%
COM
DEO
0.05%
SPON ADR NEW
VIG
0.05%
DIV APP ETF
SYY
0.04%
COM
UN
0.04%
N Y SHS NEW
RDS/A
0.04%
SPONS ADR A
DOV
0.04%
COM
POR
0.04%
COM NEW
VOO
0.04%
SHS
IDXX
0.04%
COM
EFG
0.04%
EAFE GRWTH ETF
ADBE
0.04%
COM
GMF
0.04%
ASIA PACIF ETF
PPG
0.04%
COM
GS
0.03%
COM
AMGN
0.03%
COM
WBA
0.03%
COM
IYE
0.03%
U.S. ENERGY ETF
HON
0.03%
COM
IWV
0.03%
RUSSELL 3000 ETF
SPGI
0.03%
COM
PM
0.03%
COM
CB
0.03%
COM
ACGL
0.02%
ORD
IEFA
0.02%
CORE MSCI EAFE
ILMN
0.02%
COM
VVC
0.02%
COM
AXP
0.02%
COM
WTR
0.02%
COM
MDT
0.02%
SHS
PAYX
0.02%
COM
AVY
0.02%
COM
FDS
0.02%
COM
MLPX
0.01%
GLB X MLP ENRG I
SHPG
0.38%
SPONSORED ADR
PX
0.09%
COM
BMY
0.05%
COM
SPHQ
0.03%
S&P500 QUALITY
EOG
0.02%
COM
BKI
0.02%
COM
HUBB
0.02%
COM
VUG
0.02%
GROWTH ETF
ZTS
0.02%
CL A
MDY
0.02%
UTSER1 S&PDCRP
SYK
0.02%
COM
RTN
0.02%
COM NEW
APA
0.02%
COM
IWR
0.02%
RUS MID-CAP ETF
DAL
0.02%
COM NEW
MET
0.01%
COM