Birch Hill Investment Advisors

Birch Hill Investment Advisors as of March 31, 2021

Portfolio Holdings for Birch Hill Investment Advisors

Birch Hill Investment Advisors holds 157 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 5.2 $91M 387k 235.77
Amazon (AMZN) 5.1 $89M 29k 3094.09
Fiserv (FI) 4.3 $76M 634k 119.04
Berkshire Hathaway Cl B Cl B New (BRK.B) 4.2 $73M 288k 255.47
Marsh & McLennan Companies (MMC) 3.8 $68M 555k 121.80
Alphabet Inc-cl A Cap Stk Cl A (GOOGL) 3.8 $67M 33k 2062.51
Ecolab (ECL) 3.6 $64M 299k 214.07
Gentex Corporation (GNTX) 3.3 $58M 1.6M 35.67
Merck & Co (MRK) 3.2 $57M 738k 77.09
TJX Companies (TJX) 3.1 $54M 816k 66.15
Apple (AAPL) 3.0 $53M 436k 122.15
Bank of America Corporation (BAC) 3.0 $53M 1.4M 38.69
CVS Caremark Corporation (CVS) 3.0 $52M 690k 75.23
Intel Corporation (INTC) 2.7 $48M 745k 64.00
United Parcel Service CL B (UPS) 2.3 $41M 239k 169.99
Facebook Cl A (META) 2.3 $41M 138k 294.53
Constellation Brands Cl A Cl A (STZ) 2.2 $39M 171k 228.00
Johnson & Johnson (JNJ) 2.2 $39M 238k 164.35
Procter & Gamble Company (PG) 2.1 $37M 274k 135.43
Mondelez International Cl A (MDLZ) 2.1 $36M 615k 58.53
Edwards Lifesciences (EW) 2.0 $35M 412k 83.64
Alphabet Inc-cl C Cap Stk Cl C (GOOG) 2.0 $34M 17k 2068.61
Eastern Bankshares (EBC) 1.9 $34M 1.8M 19.29
Vertex Pharmaceuticals Incorporated (VRTX) 1.9 $34M 156k 214.89
Mastercard Inc Cl A Cl A (MA) 1.7 $30M 83k 356.05
Costco Wholesale Corporation (COST) 1.5 $26M 74k 352.48
Cdk Global Inc equities 1.4 $25M 457k 54.06
Laboratory Corp Of Amer Hldgs Com New 1.3 $23M 90k 255.03
Masco Corporation (MAS) 1.1 $20M 331k 59.90
Nutrien (NTR) 1.1 $19M 360k 53.89
JPMorgan Chase & Co. (JPM) 1.0 $18M 120k 152.23
Pepsi (PEP) 0.9 $15M 108k 141.45
Zimmer Holdings (ZBH) 0.8 $15M 93k 160.08
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV) 0.8 $14M 35k 397.83
W.W. Grainger (GWW) 0.6 $11M 28k 400.93
Colgate-Palmolive Company (CL) 0.6 $11M 133k 78.83
Donaldson Company (DCI) 0.6 $10M 175k 58.16
Wabtec Corporation (WAB) 0.5 $9.5M 121k 79.16
Mc Cormick & Co Com Non Vtg (MKC) 0.5 $9.2M 104k 89.16
Us Bancorp Com New (USB) 0.5 $8.9M 160k 55.31
Accenture Shs Class A (ACN) 0.5 $8.2M 30k 276.26
Union Pacific Corporation (UNP) 0.5 $7.9M 36k 220.41
Walt Disney Company (DIS) 0.4 $7.7M 42k 184.53
Boston Properties (BXP) 0.4 $7.4M 73k 101.26
S&p Global (SPGI) 0.4 $7.1M 20k 352.88
Raytheon Technologies Corp (RTX) 0.4 $6.5M 84k 77.27
Watts Water Technologies - A Cl A (WTS) 0.4 $6.4M 54k 118.80
Ishares Msci Eafe Etf Msci Eafe Etf (EFA) 0.4 $6.3M 83k 75.87
Uber Technologies (UBER) 0.3 $6.1M 112k 54.51
Comcast Cl A Cl A (CMCSA) 0.3 $6.1M 112k 54.11
Automatic Data Processing (ADP) 0.3 $6.1M 32k 188.46
Trane Technologies SHS (TT) 0.3 $6.0M 36k 165.56
Vanguard Ftse Emerging Markets Ftse Emr Mkt Etf (VWO) 0.3 $6.0M 115k 52.05
Coca-Cola Company (KO) 0.3 $5.7M 108k 52.71
Rockwell Automation (ROK) 0.3 $5.2M 20k 265.42
Nextera Energy (NEE) 0.3 $4.9M 64k 75.61
Amphenol Corp - Cl A Cl A (APH) 0.3 $4.6M 70k 65.98
Exxon Mobil Corporation (XOM) 0.3 $4.5M 80k 55.83
Home Depot (HD) 0.2 $4.3M 14k 305.22
Abbott Laboratories (ABT) 0.2 $4.0M 34k 119.84
Ishares Tr Russell 2000 Etf Russell 2000 Etf (IWM) 0.2 $3.7M 17k 220.92
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH) 0.2 $3.7M 14k 260.31
Thermo Fisher Scientific (TMO) 0.2 $3.7M 8.1k 456.42
Adobe Systems Incorporated (ADBE) 0.2 $3.6M 7.6k 475.31
Ishares Core S&p Small-cap Etf Core S&p Scp Etf (IJR) 0.2 $3.6M 33k 108.53
salesforce (CRM) 0.2 $3.3M 16k 211.86
Oracle Corporation (ORCL) 0.2 $3.3M 47k 70.16
Ishares Msci Emerging Mkts Etf Msci Emg Mkt Etf (EEM) 0.2 $3.2M 60k 53.34
Abbvie (ABBV) 0.2 $3.1M 29k 108.23
Emerson Electric (EMR) 0.2 $3.0M 33k 90.22
Vanguard Ftse Etf Developed Ma Ftse Dev Mkt Etf (VEA) 0.2 $2.9M 58k 49.10
Air Products & Chemicals (APD) 0.1 $2.4M 8.6k 281.28
Illinois Tool Works (ITW) 0.1 $2.1M 9.5k 221.51
Nike Inc Cl B CL B (NKE) 0.1 $2.1M 16k 132.86
Broadcom (AVGO) 0.1 $2.1M 4.5k 463.61
3M Company (MMM) 0.1 $2.1M 11k 192.72
Chevron Corporation (CVX) 0.1 $1.8M 17k 104.81
Allegion Ord Shs (ALLE) 0.1 $1.7M 14k 125.64
Puretech Health Ads (PRTC) 0.1 $1.7M 302k 5.53
Spdr S&p 500 Etf Trust Tr Unit (SPY) 0.1 $1.6M 4.2k 396.44
Deere & Company (DE) 0.1 $1.6M 4.3k 374.07
Carrier Global Corporation (CARR) 0.1 $1.6M 38k 42.21
Dominion Resources (D) 0.1 $1.5M 20k 75.95
Linde Public SHS 0.1 $1.5M 5.2k 280.21
Bristol Myers Squibb (BMY) 0.1 $1.4M 22k 63.13
Verizon Communications (VZ) 0.1 $1.3M 23k 58.16
Otis Worldwide Corp (OTIS) 0.1 $1.3M 19k 68.43
Carlisle Companies (CSL) 0.1 $1.2M 7.4k 164.59
Wal-Mart Stores (WMT) 0.1 $1.2M 8.8k 135.83
Roper Industries (ROP) 0.1 $1.2M 2.9k 403.48
Pfizer (PFE) 0.1 $1.1M 30k 36.24
McDonald's Corporation (MCD) 0.1 $1.1M 4.8k 224.13
IDEXX Laboratories (IDXX) 0.1 $1.0M 2.1k 489.52
Caterpillar (CAT) 0.1 $964k 4.2k 231.79
Energy Select Sector Spdr Fund Energy (XLE) 0.1 $908k 19k 49.08
Dover Corporation (DOV) 0.1 $897k 6.5k 137.16
FedEx Corporation (FDX) 0.0 $865k 3.0k 284.17
At&t (T) 0.0 $837k 28k 30.26
Waste Management (WM) 0.0 $829k 6.4k 128.95
Vanguard Mid-cap Etf Mid Cap Etf (VO) 0.0 $820k 3.7k 221.26
International Business Machines (IBM) 0.0 $794k 6.0k 133.22
American Express Company (AXP) 0.0 $771k 5.5k 141.47
Vanguard Us Stock Index Etf Total Stk Mkt (VTI) 0.0 $765k 3.7k 206.65
Duke Energy Corp Com New (DUK) 0.0 $761k 7.9k 96.48
Booking Holdings (BKNG) 0.0 $736k 316.00 2329.11
Marriott Intl Cl A (MAR) 0.0 $690k 4.7k 148.10
General Electric Company 0.0 $685k 52k 13.13
Alcon Ord Shs (ALC) 0.0 $679k 9.7k 70.20
Becton, Dickinson and (BDX) 0.0 $673k 2.8k 243.14
Vanguard S&p 500 S&p 500 Etf Shs (VOO) 0.0 $579k 1.6k 364.38
Ishares Msci Eafe Growth Etf Eafe Grwth Etf (EFG) 0.0 $570k 5.7k 100.48
Danaher Corporation (DHR) 0.0 $561k 2.5k 225.12
SYSCO Corporation (SYY) 0.0 $539k 6.8k 78.73
Boston Scientific Corporation (BSX) 0.0 $506k 13k 38.63
Goldman Sachs (GS) 0.0 $499k 1.5k 327.21
Amgen (AMGN) 0.0 $488k 2.0k 248.60
PPG Industries (PPG) 0.0 $481k 3.2k 150.31
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA) 0.0 $477k 6.6k 71.99
Synchrony Financial (SYF) 0.0 $468k 12k 40.62
Unilever Spon Adr New (UL) 0.0 $435k 7.8k 55.86
Ishares Tr Russell 3000 Etf Russell 3000 Etf (IWV) 0.0 $427k 1.8k 237.22
Philip Morris International (PM) 0.0 $426k 4.8k 88.75
Avery Dennison Corporation (AVY) 0.0 $419k 2.3k 183.53
Portland Gen Elec Com New (POR) 0.0 $389k 8.2k 47.44
Arch Capital Group Ltd Ord Ord (ACGL) 0.0 $387k 10k 38.39
Berkshire Hathaway Cl A Cl A (BRK.A) 0.0 $386k 1.00 386000.00
Spdr Gold Trust Gold Shs (GLD) 0.0 $364k 2.3k 159.86
Spdr S&p Emerging Asia Pacific Asia Pacif Etf (GMF) 0.0 $360k 2.7k 131.34
Illumina (ILMN) 0.0 $326k 850.00 383.53
Qualcomm (QCOM) 0.0 $318k 2.4k 132.50
FactSet Research Systems (FDS) 0.0 $312k 1.0k 308.30
Medtronics SHS (MDT) 0.0 $305k 2.6k 117.99
Royal Dutch Shell Spons Adr A 0.0 $304k 7.7k 39.23
Essential Utils (WTRG) 0.0 $298k 6.7k 44.70
NVIDIA Corporation (NVDA) 0.0 $288k 540.00 533.33
Crown Castle Intl (CCI) 0.0 $275k 1.6k 171.88
SVB Financial (SIVBQ) 0.0 $272k 550.00 494.55
Spdr S&p Midcap 400 Etf Trust Utser1 S&pdcrp (MDY) 0.0 $272k 571.00 476.36
Msa Safety Inc equity (MSA) 0.0 $270k 1.8k 150.00
Altria (MO) 0.0 $246k 4.8k 51.25
Paypal Holdings (PYPL) 0.0 $245k 1.0k 242.57
Canadian Natl Ry (CNI) 0.0 $243k 2.1k 115.99
Vanguard Mega Cap Growth Mega Grwth Ind (MGK) 0.0 $238k 1.2k 206.78
Moody's Corporation (MCO) 0.0 $230k 770.00 298.70
Honeywell International (HON) 0.0 $229k 1.1k 217.47
Ameresco Inc Cl A Cl A (AMRC) 0.0 $229k 4.7k 48.72
Ishares Tr Russell Midcap Etf Rus Mid Cap Etf (IWR) 0.0 $228k 3.1k 74.03
Diageo P L C Spon Adr New (DEO) 0.0 $228k 1.4k 164.03
CSX Corporation (CSX) 0.0 $220k 2.3k 96.41
Ishares Msci Acwi Ex Us Etf Msci Acwi Ex Us (ACWX) 0.0 $214k 3.9k 55.11
General Mills (GIS) 0.0 $213k 3.5k 61.21
New York Times Cl A Cl A (NYT) 0.0 $210k 4.2k 50.60
Schlumberger (SLB) 0.0 $207k 7.6k 27.15
Wec Energy Group (WEC) 0.0 $206k 2.2k 93.64
Ishares Russell 1000 Index Fun Rus 1000 Etf (IWB) 0.0 $204k 910.00 224.18
Xylem (XYL) 0.0 $202k 1.9k 104.94
Tesla Motors (TSLA) 0.0 $200k 300.00 666.67