Birch Hill Investment Advisors

Birch Hill Investment Advisors as of Dec. 31, 2020

Portfolio Holdings for Birch Hill Investment Advisors

Birch Hill Investment Advisors holds 150 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon (AMZN) 5.7 $96M 29k 3256.93
Microsoft Corporation (MSFT) 5.3 $89M 402k 222.42
Fiserv (FI) 4.3 $72M 633k 113.86
Apple (AAPL) 4.1 $69M 518k 132.69
Ecolab (ECL) 4.0 $67M 308k 216.36
Berkshire Hathaway Cl B Cl B New (BRK.B) 3.9 $66M 285k 231.87
Marsh & McLennan Companies (MMC) 3.9 $65M 559k 117.00
Alphabet Inc-cl A Cap Stk Cl A (GOOGL) 3.6 $61M 35k 1752.65
Merck & Co (MRK) 3.6 $60M 733k 81.80
TJX Companies (TJX) 3.4 $57M 828k 68.29
Gentex Corporation (GNTX) 3.3 $56M 1.7M 33.93
CVS Caremark Corporation (CVS) 2.7 $45M 665k 68.30
Johnson & Johnson (JNJ) 2.6 $44M 281k 157.38
Bank of America Corporation (BAC) 2.5 $42M 1.4M 30.31
United Parcel Service CL B (UPS) 2.5 $41M 244k 168.40
Procter & Gamble Company (PG) 2.4 $41M 294k 139.14
Edwards Lifesciences (EW) 2.3 $38M 418k 91.23
Intel Corporation (INTC) 2.2 $37M 746k 49.82
Facebook Cl A (META) 2.2 $37M 135k 273.16
Constellation Brands Cl A Cl A (STZ) 2.2 $37M 167k 219.05
Mondelez International Cl A (MDLZ) 2.1 $36M 615k 58.47
Costco Wholesale Corporation (COST) 2.1 $36M 95k 376.78
Alphabet Inc-cl C Cap Stk Cl C (GOOG) 1.8 $30M 17k 1751.86
Mastercard Inc Cl A Cl A (MA) 1.8 $30M 83k 356.94
Donaldson Company (DCI) 1.4 $24M 425k 55.88
Eastern Bankshares (EBC) 1.4 $23M 1.4M 16.31
Laboratory Corp Of Amer Hldgs Com New (LH) 1.3 $21M 105k 203.55
Cdk Global Inc equities 1.2 $21M 399k 51.83
Nutrien (NTR) 1.1 $18M 379k 48.16
JPMorgan Chase & Co. (JPM) 0.9 $15M 121k 127.07
Colgate-Palmolive Company (CL) 0.9 $15M 180k 85.51
Pepsi (PEP) 0.9 $15M 101k 148.30
Zimmer Holdings (ZBH) 0.9 $14M 93k 154.09
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV) 0.8 $13M 34k 375.39
W.W. Grainger (GWW) 0.7 $12M 28k 408.33
Mc Cormick & Co Com Non Vtg (MKC) 0.6 $10M 106k 95.60
Wabtec Corporation (WAB) 0.6 $9.7M 133k 73.20
Walt Disney Company (DIS) 0.5 $7.6M 42k 181.18
Us Bancorp Com New (USB) 0.5 $7.6M 163k 46.59
Accenture Shs Class A (ACN) 0.5 $7.6M 29k 261.23
Union Pacific Corporation (UNP) 0.4 $7.5M 36k 208.23
Comcast Cl A Cl A (CMCSA) 0.4 $7.4M 142k 52.40
Boston Properties (BXP) 0.4 $6.8M 72k 94.53
Watts Water Technologies - A Cl A (WTS) 0.4 $6.6M 54k 121.69
Raytheon Technologies Corp (RTX) 0.4 $6.3M 89k 71.51
Ishares Msci Eafe Etf Msci Eafe Etf (EFA) 0.4 $6.1M 84k 72.97
Vanguard Ftse Emerging Markets Ftse Emr Mkt Etf (VWO) 0.3 $5.8M 116k 50.11
Automatic Data Processing (ADP) 0.3 $5.7M 32k 176.19
Uber Technologies (UBER) 0.3 $5.6M 110k 51.00
Coca-Cola Company (KO) 0.3 $5.4M 99k 54.84
Trane Technologies SHS (TT) 0.3 $5.3M 36k 145.16
Amphenol Corp - Cl A Cl A (APH) 0.3 $4.9M 37k 130.78
Nextera Energy (NEE) 0.3 $4.8M 63k 77.15
S&p Global (SPGI) 0.3 $4.3M 13k 328.70
Thermo Fisher Scientific (TMO) 0.2 $3.9M 8.3k 465.82
Abbott Laboratories (ABT) 0.2 $3.8M 35k 109.49
Home Depot (HD) 0.2 $3.7M 14k 265.60
Exxon Mobil Corporation (XOM) 0.2 $3.5M 84k 41.22
Ishares Tr Russell 2000 Etf Russell 2000 Etf (IWM) 0.2 $3.4M 17k 196.07
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH) 0.2 $3.4M 15k 229.86
Ishares Msci Emerging Mkts Etf Msci Emg Mkt Etf (EEM) 0.2 $3.2M 61k 51.67
Abbvie (ABBV) 0.2 $3.1M 29k 107.15
salesforce (CRM) 0.2 $3.1M 14k 222.53
Oracle Corporation (ORCL) 0.2 $3.1M 48k 64.68
Ishares Core S&p Small-cap Etf Core S&p Scp Etf (IJR) 0.2 $3.0M 33k 91.89
Emerson Electric (EMR) 0.2 $2.7M 34k 80.38
Vanguard Ftse Etf Developed Ma Ftse Dev Mkt Etf (VEA) 0.2 $2.7M 57k 47.21
Air Products & Chemicals (APD) 0.1 $2.4M 8.9k 273.17
Otis Worldwide Corp (OTIS) 0.1 $2.4M 35k 67.55
Carrier Global Corporation (CARR) 0.1 $2.2M 57k 37.72
Rockwell Automation (ROK) 0.1 $2.0M 8.1k 250.86
Broadcom (AVGO) 0.1 $2.0M 4.6k 437.76
Nike Inc Cl B CL B (NKE) 0.1 $2.0M 14k 141.47
Illinois Tool Works (ITW) 0.1 $2.0M 9.7k 203.91
3M Company (MMM) 0.1 $1.9M 11k 174.84
Adobe Systems Incorporated (ADBE) 0.1 $1.8M 3.7k 500.00
Bristol Myers Squibb (BMY) 0.1 $1.7M 28k 62.04
Wal-Mart Stores (WMT) 0.1 $1.7M 12k 144.16
Puretech Health Ads (PRTC) 0.1 $1.7M 302k 5.48
Allegion Ord Shs (ALLE) 0.1 $1.6M 14k 116.42
Pfizer (PFE) 0.1 $1.6M 43k 36.80
Dominion Resources (D) 0.1 $1.5M 20k 75.21
Chevron Corporation (CVX) 0.1 $1.5M 18k 84.43
Spdr S&p 500 Etf Trust Tr Unit (SPY) 0.1 $1.4M 3.6k 373.90
Verizon Communications (VZ) 0.1 $1.3M 23k 58.74
Roper Industries (ROP) 0.1 $1.3M 3.0k 430.97
Linde Public SHS 0.1 $1.3M 4.9k 263.41
Deere & Company (DE) 0.1 $1.2M 4.4k 268.95
Carlisle Companies (CSL) 0.1 $1.2M 7.4k 156.21
IDEXX Laboratories (IDXX) 0.1 $1.1M 2.2k 500.00
McDonald's Corporation (MCD) 0.1 $1.0M 4.8k 214.61
International Business Machines (IBM) 0.1 $875k 6.9k 125.94
Dover Corporation (DOV) 0.0 $826k 6.5k 126.30
FedEx Corporation (FDX) 0.0 $816k 3.1k 259.54
At&t (T) 0.0 $804k 28k 28.75
Vanguard Mid-cap Etf Mid Cap Etf (VO) 0.0 $766k 3.7k 206.69
Vanguard Us Stock Index Etf Total Stk Mkt (VTI) 0.0 $750k 3.9k 194.70
Duke Energy Corp Com New (DUK) 0.0 $722k 7.9k 91.53
Booking Holdings (BKNG) 0.0 $704k 316.00 2227.85
Becton, Dickinson and (BDX) 0.0 $699k 2.8k 250.27
Caterpillar (CAT) 0.0 $684k 3.8k 181.96
American Express Company (AXP) 0.0 $659k 5.5k 120.92
Marriott Intl Cl A (MAR) 0.0 $615k 4.7k 132.00
Waste Management (WM) 0.0 $605k 5.1k 117.96
Vanguard S&p 500 S&p 500 Etf Shs (VOO) 0.0 $602k 1.8k 343.61
Ishares Msci Eafe Growth Etf Eafe Grwth Etf (EFG) 0.0 $572k 5.7k 100.83
Tesla Motors (TSLA) 0.0 $565k 800.00 706.25
General Electric Company 0.0 $563k 52k 10.79
SYSCO Corporation (SYY) 0.0 $508k 6.8k 74.20
Boston Scientific Corporation (BSX) 0.0 $482k 13k 35.97
Unilever Spon Adr New (UL) 0.0 $470k 7.8k 60.36
PPG Industries (PPG) 0.0 $462k 3.2k 144.38
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA) 0.0 $458k 6.6k 69.12
Amgen (AMGN) 0.0 $451k 2.0k 229.75
Synchrony Financial (SYF) 0.0 $428k 12k 34.70
Portland Gen Elec Com New (POR) 0.0 $415k 9.7k 42.78
Spdr Gold Trust Gold Shs (GLD) 0.0 $406k 2.3k 178.30
Goldman Sachs (GS) 0.0 $402k 1.5k 263.61
Ishares Tr Russell 3000 Etf Russell 3000 Etf (IWV) 0.0 $402k 1.8k 223.33
Philip Morris International (PM) 0.0 $397k 4.8k 82.71
Spdr S&p Emerging Asia Pacific Asia Pacif Etf (GMF) 0.0 $373k 2.9k 127.26
Qualcomm (QCOM) 0.0 $366k 2.4k 152.50
Arch Capital Group Ltd Ord Ord (ACGL) 0.0 $364k 10k 36.10
Danaher Corporation (DHR) 0.0 $357k 1.6k 222.15
Avery Dennison Corporation (AVY) 0.0 $354k 2.3k 155.06
Berkshire Hathaway Cl A Cl A (BRK.A) 0.0 $348k 1.00 348000.00
FactSet Research Systems (FDS) 0.0 $336k 1.0k 332.02
Essential Utils (WTRG) 0.0 $315k 6.7k 47.25
Illumina (ILMN) 0.0 $314k 850.00 369.41
Honeywell International (HON) 0.0 $312k 1.5k 212.53
Medtronics SHS (MDT) 0.0 $303k 2.6k 117.21
Alcon Ord Shs (ALC) 0.0 $283k 4.3k 65.89
Royal Dutch Shell Spons Adr A 0.0 $272k 7.7k 35.10
Msa Safety Inc equity (MSA) 0.0 $269k 1.8k 149.44
Ishares Russell 1000 Index Fun Rus 1000 Etf (IWB) 0.0 $266k 1.3k 211.95
Crown Castle Intl (CCI) 0.0 $255k 1.6k 159.38
Ameresco Inc Cl A Cl A (AMRC) 0.0 $246k 4.7k 52.34
Spdr S&p Midcap 400 Etf Trust Utser1 S&pdcrp (MDY) 0.0 $245k 583.00 420.24
Vanguard Mega Cap Growth Mega Grwth Ind (MGK) 0.0 $235k 1.2k 204.17
Dupont De Nemours (DD) 0.0 $229k 3.2k 71.16
Moody's Corporation (MCO) 0.0 $223k 770.00 289.61
Stryker Corporation (SYK) 0.0 $222k 907.00 244.76
Diageo P L C Spon Adr New (DEO) 0.0 $221k 1.4k 158.99
Energy Select Sector Spdr Fund Energy (XLE) 0.0 $216k 5.7k 37.83
CSX Corporation (CSX) 0.0 $215k 2.4k 90.79
SVB Financial (SIVBQ) 0.0 $213k 550.00 387.27
Ishares Tr Russell Midcap Etf Rus Mid Cap Etf (IWR) 0.0 $211k 3.1k 68.51
Ishares Msci Acwi Ex Us Etf Msci Acwi Ex Us (ACWX) 0.0 $206k 3.9k 53.05
General Mills (GIS) 0.0 $205k 3.5k 58.91
Wec Energy Group (WEC) 0.0 $202k 2.2k 91.82