Birch Hill Investment Advisors as of March 31, 2019
Portfolio Holdings for Birch Hill Investment Advisors
Birch Hill Investment Advisors holds 142 positions in its portfolio as reported in the March 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 4.5 | $59M | 496k | 118.10 | |
Fiserv (FI) | 4.4 | $58M | 661k | 88.33 | |
Merck & Co (MRK) | 4.3 | $57M | 681k | 83.75 | |
Marsh & McLennan Companies (MMC) | 4.1 | $54M | 581k | 93.75 | |
Amazon (AMZN) | 4.0 | $53M | 30k | 1780.75 | |
Ecolab (ECL) | 3.9 | $51M | 290k | 177.50 | |
TJX Companies (TJX) | 3.6 | $48M | 898k | 53.33 | |
Alphabet Inc Class A cs (GOOGL) | 3.1 | $40M | 35k | 1171.43 | |
Donaldson Company (DCI) | 2.9 | $38M | 756k | 50.06 | |
Gentex Corporation (GNTX) | 2.8 | $36M | 1.8M | 20.56 | |
Comcast Corporation (CMCSA) | 2.8 | $36M | 906k | 39.98 | |
Johnson & Johnson (JNJ) | 2.6 | $35M | 250k | 139.79 | |
Apple (AAPL) | 2.6 | $34M | 179k | 190.48 | |
Procter & Gamble Company (PG) | 2.6 | $34M | 322k | 105.00 | |
Costco Wholesale Corporation (COST) | 2.6 | $34M | 139k | 242.14 | |
Synchrony Financial (SYF) | 2.5 | $33M | 1.0M | 31.90 | |
Bank of America Corporation (BAC) | 2.4 | $32M | 1.2M | 27.50 | |
Edwards Lifesciences (EW) | 2.3 | $30M | 159k | 191.33 | |
Booking Holdings (BKNG) | 2.1 | $28M | 16k | 1744.92 | |
Cdk Global Inc equities | 2.0 | $27M | 456k | 58.82 | |
Wabtec Corporation (WAB) | 1.9 | $25M | 332k | 75.00 | |
CVS Caremark Corporation (CVS) | 1.8 | $24M | 444k | 54.00 | |
United Parcel Service (UPS) | 1.7 | $23M | 202k | 112.00 | |
Alphabet Inc Class C cs (GOOG) | 1.6 | $21M | 18k | 1171.43 | |
eBay (EBAY) | 1.5 | $20M | 536k | 36.88 | |
United Technologies Corporation | 1.5 | $20M | 154k | 128.33 | |
Schlumberger (SLB) | 1.5 | $19M | 445k | 43.57 | |
Mondelez Int (MDLZ) | 1.4 | $18M | 359k | 49.92 | |
Capital One Financial (COF) | 1.3 | $18M | 216k | 81.67 | |
MasterCard Incorporated (MA) | 1.2 | $16M | 66k | 236.67 | |
Nutrien (NTR) | 1.2 | $15M | 288k | 52.76 | |
Zimmer Holdings (ZBH) | 1.1 | $14M | 113k | 127.70 | |
Laboratory Corp. of America Holdings | 1.0 | $13M | 87k | 152.98 | |
Colgate-Palmolive Company (CL) | 1.0 | $13M | 192k | 68.24 | |
Pepsi (PEP) | 0.9 | $13M | 102k | 122.55 | |
JPMorgan Chase & Co. (JPM) | 0.9 | $11M | 111k | 101.23 | |
Intel Corporation (INTC) | 0.9 | $11M | 209k | 54.29 | |
W.W. Grainger (GWW) | 0.8 | $11M | 35k | 300.94 | |
Exxon Mobil Corporation (XOM) | 0.8 | $9.9M | 123k | 80.80 | |
McCormick & Company, Incorporated (MKC) | 0.7 | $8.9M | 59k | 150.63 | |
iShares S&P 500 Index (IVV) | 0.7 | $8.5M | 30k | 284.56 | |
U.S. Bancorp (USB) | 0.6 | $8.0M | 165k | 48.19 | |
Berkshire Hathaway (BRK.B) | 0.6 | $7.9M | 39k | 200.90 | |
Boston Properties (BXP) | 0.6 | $7.7M | 58k | 133.88 | |
Carnival Corporation (CCL) | 0.5 | $6.7M | 132k | 50.72 | |
Automatic Data Processing (ADP) | 0.4 | $5.6M | 35k | 159.74 | |
Vanguard Emerging Markets ETF (VWO) | 0.4 | $5.5M | 130k | 42.50 | |
iShares MSCI EAFE Index Fund (EFA) | 0.4 | $5.1M | 79k | 64.86 | |
Accenture (ACN) | 0.4 | $4.9M | 28k | 175.00 | |
Union Pacific Corporation (UNP) | 0.4 | $4.8M | 29k | 167.21 | |
Wells Fargo & Company (WFC) | 0.3 | $4.6M | 96k | 48.32 | |
Celgene Corporation | 0.3 | $4.2M | 44k | 94.34 | |
FedEx Corporation (FDX) | 0.3 | $4.1M | 23k | 181.41 | |
Ingersoll-rand Co Ltd-cl A | 0.3 | $4.0M | 37k | 107.96 | |
Coca-Cola Company (KO) | 0.3 | $3.6M | 76k | 46.86 | |
iShares S&P SmallCap 600 Index (IJR) | 0.2 | $3.3M | 43k | 77.15 | |
Oracle Corporation (ORCL) | 0.2 | $3.1M | 58k | 53.71 | |
Nextera Energy (NEE) | 0.2 | $3.1M | 16k | 193.30 | |
Home Depot (HD) | 0.2 | $2.8M | 15k | 191.89 | |
Abbott Laboratories (ABT) | 0.2 | $2.8M | 35k | 79.95 | |
Chevron Corporation (CVX) | 0.2 | $2.8M | 23k | 123.18 | |
iShares S&P MidCap 400 Index (IJH) | 0.2 | $2.7M | 15k | 189.40 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.2 | $2.6M | 62k | 42.92 | |
iShares Russell 2000 Index (IWM) | 0.2 | $2.7M | 18k | 153.11 | |
3M Company (MMM) | 0.2 | $2.4M | 12k | 207.78 | |
Vanguard Europe Pacific ETF (VEA) | 0.2 | $2.4M | 60k | 40.88 | |
Emerson Electric (EMR) | 0.2 | $2.4M | 35k | 68.47 | |
Thermo Fisher Scientific (TMO) | 0.2 | $2.3M | 8.6k | 273.75 | |
Abbvie (ABBV) | 0.2 | $2.3M | 29k | 80.59 | |
Pfizer (PFE) | 0.2 | $2.2M | 52k | 42.48 | |
General Electric Company | 0.2 | $2.2M | 225k | 9.99 | |
Facebook Inc cl a (META) | 0.1 | $2.0M | 12k | 166.68 | |
Air Products & Chemicals (APD) | 0.1 | $1.8M | 9.4k | 190.92 | |
Walt Disney Company (DIS) | 0.1 | $1.7M | 15k | 111.04 | |
Boeing Company (BA) | 0.1 | $1.7M | 4.5k | 381.53 | |
Dominion Resources (D) | 0.1 | $1.6M | 21k | 76.66 | |
Illinois Tool Works (ITW) | 0.1 | $1.5M | 10k | 143.56 | |
Broadcom (AVGO) | 0.1 | $1.3M | 4.2k | 300.72 | |
Wal-Mart Stores (WMT) | 0.1 | $1.2M | 12k | 97.51 | |
Verizon Communications (VZ) | 0.1 | $1.2M | 20k | 59.11 | |
salesforce (CRM) | 0.1 | $1.2M | 7.8k | 158.31 | |
International Business Machines (IBM) | 0.1 | $991k | 7.0k | 141.13 | |
Allegion Plc equity (ALLE) | 0.1 | $1.1M | 12k | 90.71 | |
McDonald's Corporation (MCD) | 0.1 | $905k | 4.8k | 189.93 | |
At&t (T) | 0.1 | $983k | 32k | 31.00 | |
Boston Scientific Corporation (BSX) | 0.1 | $916k | 24k | 38.37 | |
Berkshire Hathaway (BRK.A) | 0.1 | $904k | 3.00 | 301333.33 | |
Roper Industries (ROP) | 0.1 | $860k | 2.5k | 341.95 | |
S&p Global (SPGI) | 0.1 | $879k | 4.2k | 210.54 | |
Spdr S&p 500 Etf (SPY) | 0.1 | $800k | 2.8k | 282.49 | |
Anadarko Petroleum Corporation | 0.1 | $767k | 17k | 45.50 | |
Deere & Company (DE) | 0.1 | $801k | 5.0k | 159.88 | |
Nike (NKE) | 0.1 | $762k | 9.0k | 84.24 | |
Marriott International (MAR) | 0.1 | $827k | 6.6k | 125.08 | |
Carlisle Companies (CSL) | 0.1 | $795k | 6.5k | 122.69 | |
Duke Energy (DUK) | 0.1 | $773k | 8.6k | 90.05 | |
Caterpillar (CAT) | 0.1 | $595k | 4.4k | 135.60 | |
Waste Management (WM) | 0.1 | $637k | 6.1k | 103.93 | |
Becton, Dickinson and (BDX) | 0.1 | $715k | 2.9k | 248.48 | |
Vanguard Total Stock Market ETF (VTI) | 0.1 | $640k | 4.4k | 144.76 | |
Vanguard Mid-Cap ETF (VO) | 0.1 | $703k | 4.4k | 160.76 | |
Dowdupont | 0.1 | $673k | 13k | 53.29 | |
Portland General Electric Company (POR) | 0.0 | $503k | 9.7k | 51.86 | |
IDEXX Laboratories (IDXX) | 0.0 | $514k | 2.3k | 223.48 | |
SYSCO Corporation (SYY) | 0.0 | $506k | 7.6k | 66.81 | |
Diageo (DEO) | 0.0 | $539k | 3.3k | 163.58 | |
Royal Dutch Shell | 0.0 | $540k | 8.6k | 62.55 | |
Dover Corporation (DOV) | 0.0 | $527k | 5.6k | 93.87 | |
iShares MSCI EAFE Growth Index (EFG) | 0.0 | $473k | 6.1k | 77.38 | |
SPDR S&P Emerging Asia Pacific (GMF) | 0.0 | $493k | 5.0k | 98.80 | |
Vanguard S&p 500 Etf idx (VOO) | 0.0 | $515k | 2.0k | 259.71 | |
Goldman Sachs (GS) | 0.0 | $421k | 2.2k | 192.06 | |
Bristol Myers Squibb (BMY) | 0.0 | $456k | 9.5k | 47.76 | |
PPG Industries (PPG) | 0.0 | $429k | 3.8k | 112.89 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $389k | 1.5k | 266.26 | |
Amgen (AMGN) | 0.0 | $373k | 2.0k | 190.02 | |
Honeywell International (HON) | 0.0 | $406k | 2.6k | 158.78 | |
Philip Morris International (PM) | 0.0 | $424k | 4.8k | 88.33 | |
Unilever | 0.0 | $457k | 7.8k | 58.33 | |
Arch Capital Group (ACGL) | 0.0 | $334k | 10k | 32.33 | |
Amphenol Corporation (APH) | 0.0 | $460k | 4.9k | 94.53 | |
iShares Russell 3000 Index (IWV) | 0.0 | $383k | 2.3k | 166.52 | |
iShares MSCI ACWI ex US Index Fund (ACWX) | 0.0 | $403k | 8.7k | 46.24 | |
Linde | 0.0 | $366k | 2.1k | 175.79 | |
American Express Company (AXP) | 0.0 | $246k | 2.3k | 109.33 | |
Avery Dennison Corporation (AVY) | 0.0 | $258k | 2.3k | 113.01 | |
Stryker Corporation (SYK) | 0.0 | $251k | 1.3k | 197.17 | |
Agilent Technologies Inc C ommon (A) | 0.0 | $205k | 2.5k | 80.46 | |
Danaher Corporation (DHR) | 0.0 | $212k | 1.6k | 131.92 | |
FactSet Research Systems (FDS) | 0.0 | $251k | 1.0k | 248.02 | |
Illumina (ILMN) | 0.0 | $264k | 850.00 | 310.59 | |
MetLife (MET) | 0.0 | $204k | 4.8k | 42.50 | |
Aqua America | 0.0 | $243k | 6.7k | 36.45 | |
iShares Russell Midcap Index Fund (IWR) | 0.0 | $216k | 4.0k | 54.00 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.0 | $212k | 613.00 | 345.84 | |
Vanguard Growth ETF (VUG) | 0.0 | $242k | 1.6k | 156.13 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.0 | $307k | 2.8k | 109.64 | |
Walgreen Boots Alliance (WBA) | 0.0 | $322k | 5.1k | 63.32 | |
Crown Castle Intl (CCI) | 0.0 | $205k | 1.6k | 128.12 | |
Medtronic (MDT) | 0.0 | $226k | 2.5k | 90.95 | |
Chubb (CB) | 0.0 | $218k | 1.6k | 140.10 | |
Global X Fds glb x mlp enr | 0.0 | $145k | 11k | 13.18 |