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
47
4
5
2
2
0
41
9
2
BIRCH HILL INVESTMENT ADVISORS LLC

Time Period2018-06-30

Total Holdings142

Total Value ($x1000)1,258,727
Activities
New7

Increased56

Unchanged25

Decreased54

Sold Out6

Top 10 Stock Holdingstotal 38.44%
AMZN5.29

FISV4.3

MSFT4.26

MMC3.95

GNTX3.77

 
TJX3.6

SYF3.4

GOOGL3.32

ECL3.3

MRK3.25

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AMZN
5.29%
COM
FISV
4.3%
COM
MSFT
4.26%
COM
MMC
3.95%
COM
GNTX
3.77%
COM
TJX
3.6%
COM
SYF
3.4%
COM
GOOGL
3.32%
CAP STK CL A
ECL
3.3%
COM
MRK
3.25%
COM
COST
2.89%
COM
DCI
2.87%
COM
ZMH
2.67%
COM
AAPL
2.64%
COM
BKNG
2.5%
COM
BAC
2.5%
COM
CMCSA
2.33%
CL A
CDK
2.26%
COM
JNJ
2.21%
COM
EW
2.07%
COM
WAB
2.03%
COM
UPS
1.8%
CL B
EBAY
1.66%
COM
INTC
1.65%
COM
GOOG
1.59%
CAP STK CL C
UTX
1.53%
COM
COF
1.53%
COM
GE
1.27%
COM
NTR
1.19%
COM
MA
1.17%
CL A
GWW
1.07%
COM
SHPG
1%
SPONSORED ADR
JPM
0.89%
COM
LH
0.87%
COM NEW
PEP
0.84%
COM
XOM
0.84%
COM
USB
0.74%
COM NEW
CELG
0.66%
COM
CCL
0.63%
PAIRED CTF
IVV
0.6%
CORE S&P500 ETF
BRK.B
0.58%
CL B NEW
MKC
0.57%
COM NON VTG
SLB
0.54%
COM
BXP
0.54%
COM
CL
0.5%
COM
VWO
0.47%
FTSE EMR MKT ETF
WFC
0.45%
COM
EFA
0.4%
MSCI EAFE ETF
ADP
0.4%
COM
ACN
0.36%
SHS CLASS A
FDX
0.27%
COM
IWM
0.27%
RUSSELL 2000 ETF
KO
0.26%
COM
IR
0.26%
SHS
PG
0.26%
COM
CVS
0.24%
COM
UNP
0.24%
COM
HD
0.24%
COM
CVX
0.23%
COM
ORCL
0.22%
COM
ABBV
0.21%
COM
EMR
0.2%
COM
IJH
0.2%
CORE S&P MCP ETF
NEE
0.2%
COM
FB
0.2%
CL A
MMM
0.19%
COM
EEM
0.19%
MSCI EMG MKT ETF
VEA
0.18%
FTSE DEV MKT ETF
ABT
0.17%
COM
IJR
0.16%
CORE S&P SCP ETF
APD
0.15%
COM
TMO
0.15%
COM
PFE
0.14%
COM
BA
0.13%
COM
D
0.11%
COM
APC
0.11%
COM
DIS
0.11%
COM DISNEY
ITW
0.11%
COM
IBM
0.11%
COM
PX
0.09%
COM
ACWX
0.09%
MSCI ACWI US ETF
WMT
0.08%
COM
CRM
0.08%
COM
T
0.08%
COM
MDLZ
0.08%
CL A
ALLE
0.07%
ORD SHS
AVGO
0.07%
COM
GS
0.07%
COM
SPY
0.07%
TR UNIT
DWDP
0.07%
COM
VZ
0.06%
COM
WBA
0.06%
COM
ROP
0.06%
COM
CSL
0.06%
COM
MCD
0.06%
COM
DUK
0.05%
COM NEW
MAR
0.05%
CL A
DE
0.05%
COM
BDX
0.05%
COM
BMY
0.05%
COM
RDS/A
0.05%
SPONS ADR A
BSX
0.05%
COM
IYE
0.05%
U.S. ENERGY ETF
WM
0.05%
COM
VTI
0.05%
TOTAL STK MKT
SYY
0.05%
COM
CAT
0.05%
COM
DEO
0.05%
SPON ADR NEW
BRK.A
0.04%
CL A
VO
0.04%
MID CAP ETF
IDXX
0.04%
COM
NKE
0.04%
CL B
UN
0.04%
N Y SHS NEW
GMF
0.04%
ASIA PACIF ETF
VOO
0.04%
SHS
EFG
0.04%
EAFE GRWTH ETF
DOV
0.04%
COM
ADBE
0.04%
COM
PPG
0.03%
COM
AMGN
0.03%
COM
PM
0.03%
COM
POR
0.03%
COM NEW
IWV
0.03%
RUSSELL 3000 ETF
AVY
0.03%
COM
VIG
0.02%
DIV APP ETF
EOG
0.02%
COM
VEU
0.02%
ALLWRLD EX US
ILMN
0.02%
COM
ACGL
0.02%
ORD
VVC
0.02%
COM
AXP
0.02%
COM
WTR
0.02%
COM
VUG
0.02%
GROWTH ETF
MDY
0.02%
UTSER1 S&PDCRP
APA
0.02%
COM
SYK
0.02%
COM
IWR
0.02%
RUS MID-CAP ETF
RTN
0.02%
COM NEW
QCOM
0.02%
COM
BBT
0.02%
COM
FDS
0.02%
COM
PGF
0.01%
FINL PFD ETF
AVGO
0.04%
SHS
IVZ
0.03%
SHS
EV
0.02%
COM NON VTG
CB
0.02%
COM
HUBB
0.02%
COM
PGF
0.02%
FINL PFD PTFL