Birch Hill Investment Advisors

Birch Hill Investment Advisors as of Dec. 31, 2021

Portfolio Holdings for Birch Hill Investment Advisors

Birch Hill Investment Advisors holds 170 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 6.0 $121M 359k 336.32
Amazon (AMZN) 4.8 $97M 29k 3334.32
Marsh & McLennan Companies (MMC) 4.5 $92M 528k 173.82
Alphabet Inc-cl A Cap Stk Cl A (GOOGL) 4.3 $86M 30k 2897.05
Berkshire Hathaway Cl B Cl B New (BRK.B) 4.2 $85M 284k 299.00
Apple (AAPL) 3.7 $74M 418k 177.57
CVS Caremark Corporation (CVS) 3.5 $70M 677k 103.16
Ecolab (ECL) 3.4 $68M 292k 234.59
Fiserv (FI) 3.3 $66M 637k 103.79
TJX Companies (TJX) 3.0 $62M 811k 75.92
Bank of America Corporation (BAC) 2.9 $58M 1.3M 44.49
Gentex Corporation (GNTX) 2.9 $58M 1.7M 34.85
Merck & Co (MRK) 2.7 $54M 710k 76.64
Vertex Pharmaceuticals Incorporated (VRTX) 2.7 $54M 247k 219.60
Edwards Lifesciences (EW) 2.5 $51M 395k 129.55
United Parcel Service CL B (UPS) 2.4 $49M 228k 214.34
Alphabet Inc-cl C Cap Stk Cl C (GOOG) 2.2 $45M 15k 2893.58
Constellation Brands Cl A Cl A (STZ) 2.1 $42M 167k 250.97
Procter & Gamble Company (PG) 2.0 $41M 250k 163.58
Intel Corporation (INTC) 2.0 $40M 782k 51.50
Mondelez International Cl A (MDLZ) 1.9 $39M 594k 66.31
Costco Wholesale Corporation (COST) 1.9 $39M 69k 567.70
Johnson & Johnson (JNJ) 1.9 $39M 227k 171.07
Eastern Bankshares (EBC) 1.8 $36M 1.8M 20.17
Masco Corporation (MAS) 1.6 $33M 468k 70.22
Mastercard Inc Cl A Cl A (MA) 1.5 $31M 85k 359.31
Laboratory Corp Of Amer Hldgs Com New 1.1 $23M 73k 314.21
Cdk Global Inc equities 1.1 $22M 528k 41.74
Nutrien (NTR) 1.0 $21M 277k 75.20
Meta Platforms Cl A (META) 1.0 $20M 58k 336.35
JPMorgan Chase & Co. (JPM) 0.9 $19M 120k 158.35
Pepsi (PEP) 0.9 $19M 107k 173.71
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV) 0.8 $17M 35k 476.98
W.W. Grainger (GWW) 0.7 $14M 27k 518.25
Ishares Core S&p Small-cap Etf Core S&p Scp Etf (IJR) 0.6 $13M 109k 114.51
Accenture Shs Class A (ACN) 0.6 $12M 29k 414.57
Colgate-Palmolive Company (CL) 0.6 $12M 137k 85.34
Zimmer Holdings (ZBH) 0.6 $12M 92k 127.04
Uber Technologies (UBER) 0.6 $11M 273k 41.93
Wabtec Corporation (WAB) 0.5 $10M 113k 92.11
Mc Cormick & Co Com Non Vtg (MKC) 0.5 $10M 107k 96.61
Watts Water Technologies - A Cl A (WTS) 0.5 $10M 53k 194.18
S&p Global (SPGI) 0.5 $9.8M 21k 471.91
Union Pacific Corporation (UNP) 0.4 $8.7M 35k 251.94
Boston Properties (BXP) 0.4 $8.4M 73k 115.19
Us Bancorp Com New (USB) 0.4 $8.3M 148k 56.17
Automatic Data Processing (ADP) 0.4 $7.9M 32k 246.59
Trane Technologies SHS (TT) 0.4 $7.4M 36k 202.03
Coca-Cola Company (KO) 0.4 $7.3M 124k 59.21
Rockwell Automation (ROK) 0.3 $6.8M 20k 348.87
Walt Disney Company (DIS) 0.3 $6.7M 43k 154.89
Ishares Msci Eafe Etf Msci Eafe Etf (EFA) 0.3 $6.6M 84k 78.68
Raytheon Technologies Corp (RTX) 0.3 $6.6M 76k 86.06
Nextera Energy (NEE) 0.3 $6.5M 69k 93.36
Home Depot (HD) 0.3 $5.9M 14k 415.03
Vanguard Ftse Emerging Markets Ftse Emr Mkt Etf (VWO) 0.3 $5.8M 117k 49.46
Comcast Cl A Cl A (CMCSA) 0.3 $5.5M 110k 50.33
Amphenol Corp - Cl A Cl A (APH) 0.3 $5.5M 63k 87.46
Thermo Fisher Scientific (TMO) 0.3 $5.4M 8.0k 667.25
Exxon Mobil Corporation (XOM) 0.2 $4.8M 79k 61.19
Abbott Laboratories (ABT) 0.2 $4.6M 33k 140.73
Adobe Systems Incorporated (ADBE) 0.2 $4.6M 8.1k 567.10
Oracle Corporation (ORCL) 0.2 $4.2M 48k 87.22
salesforce (CRM) 0.2 $4.2M 16k 254.14
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH) 0.2 $4.0M 14k 283.11
Donaldson Company (DCI) 0.2 $4.0M 67k 59.25
Abbvie (ABBV) 0.2 $3.9M 29k 135.40
Ishares Tr Russell 2000 Etf Russell 2000 Etf (IWM) 0.2 $3.6M 16k 222.44
Emerson Electric (EMR) 0.2 $3.1M 33k 92.98
Vanguard Ftse Etf Developed Ma Ftse Dev Mkt Etf (VEA) 0.2 $3.0M 60k 51.06
Nike Inc Cl B CL B (NKE) 0.1 $2.9M 18k 166.65
Ishares Msci Emerging Mkts Etf Msci Emg Mkt Etf (EEM) 0.1 $2.9M 59k 48.85
Broadcom (AVGO) 0.1 $2.8M 4.3k 665.49
Air Products & Chemicals (APD) 0.1 $2.6M 8.6k 304.29
3M Company (MMM) 0.1 $2.3M 13k 177.59
Illinois Tool Works (ITW) 0.1 $2.3M 9.3k 246.84
Chevron Corporation (CVX) 0.1 $2.0M 17k 117.35
Ingersoll Rand (IR) 0.1 $2.0M 32k 61.87
Carlisle Companies (CSL) 0.1 $1.9M 7.8k 248.09
Spdr S&p 500 Etf Trust Tr Unit (SPY) 0.1 $1.9M 4.0k 475.08
Allegion Ord Shs (ALLE) 0.1 $1.9M 14k 132.47
Linde Public SHS 0.1 $1.9M 5.4k 346.43
Carrier Global Corporation (CARR) 0.1 $1.8M 33k 54.23
Pfizer (PFE) 0.1 $1.8M 30k 59.04
McDonald's Corporation (MCD) 0.1 $1.7M 6.3k 268.02
Dominion Resources (D) 0.1 $1.6M 20k 78.56
Otis Worldwide Corp (OTIS) 0.1 $1.6M 18k 87.07
Roper Industries (ROP) 0.1 $1.4M 2.9k 491.99
Deere & Company (DE) 0.1 $1.4M 4.1k 342.89
Dover Corporation (DOV) 0.1 $1.3M 7.1k 181.65
IDEXX Laboratories (IDXX) 0.1 $1.3M 1.9k 658.33
Energy Select Sector Spdr Fund Energy (XLE) 0.1 $1.2M 22k 55.49
Verizon Communications (VZ) 0.1 $1.2M 23k 51.96
NVIDIA Corporation (NVDA) 0.1 $1.2M 3.9k 294.15
Alcon Ord Shs (ALC) 0.1 $1.1M 13k 87.13
Bristol Myers Squibb (BMY) 0.1 $1.1M 18k 62.33
Waste Management (WM) 0.1 $1.1M 6.3k 166.90
Vanguard Mid-cap Etf Mid Cap Etf (VO) 0.1 $1.0M 4.1k 254.65
Vanguard S&p 500 S&p 500 Etf Shs (VOO) 0.0 $1000k 2.3k 436.68
International Business Machines (IBM) 0.0 $960k 7.2k 133.65
Danaher Corporation (DHR) 0.0 $914k 2.8k 329.13
American Express Company (AXP) 0.0 $914k 5.6k 163.68
Ishares Tr Russell Midcap Etf Rus Mid Cap Etf (IWR) 0.0 $909k 11k 83.04
Caterpillar (CAT) 0.0 $871k 4.2k 206.69
Materials Select Sector Spdr Sbi Materials (XLB) 0.0 $870k 9.6k 90.62
Duke Energy Corp Com New (DUK) 0.0 $827k 7.9k 104.84
Wal-Mart Stores (WMT) 0.0 $814k 5.6k 144.74
Becton, Dickinson and (BDX) 0.0 $768k 3.1k 251.56
Booking Holdings (BKNG) 0.0 $746k 311.00 2398.71
At&t (T) 0.0 $739k 30k 24.59
FedEx Corporation (FDX) 0.0 $736k 2.8k 258.79
Marriott Intl Cl A (MAR) 0.0 $700k 4.2k 165.13
General Electric Com New (GE) 0.0 $673k 7.1k 94.51
Organon & Co Common Stock (OGN) 0.0 $655k 22k 30.46
Vanguard Index Fds Small Cp Et Small Cp Etf (VB) 0.0 $624k 2.8k 225.92
SYSCO Corporation (SYY) 0.0 $608k 7.7k 78.49
Vanguard Us Stock Index Etf Total Stk Mkt (VTI) 0.0 $606k 2.5k 241.53
Ishares Msci Eafe Growth Etf Eafe Grwth Etf (EFG) 0.0 $604k 5.5k 110.36
Goldman Sachs (GS) 0.0 $592k 1.5k 382.68
PPG Industries (PPG) 0.0 $564k 3.3k 172.48
Synchrony Financial (SYF) 0.0 $535k 12k 46.43
Tesla Motors (TSLA) 0.0 $502k 475.00 1056.84
Avery Dennison Corporation (AVY) 0.0 $494k 2.3k 216.38
FactSet Research Systems (FDS) 0.0 $492k 1.0k 486.17
Ishares Tr Russell 3000 Etf Russell 3000 Etf (IWV) 0.0 $486k 1.8k 277.71
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA) 0.0 $485k 6.5k 74.66
Essential Utils (WTRG) 0.0 $468k 8.7k 53.73
Amgen (AMGN) 0.0 $466k 2.1k 224.79
Philip Morris International (PM) 0.0 $456k 4.8k 95.00
Spdr Gold Trust Gold Shs (GLD) 0.0 $441k 2.6k 171.13
Qualcomm (QCOM) 0.0 $439k 2.4k 182.92
Norfolk Southern (NSC) 0.0 $439k 1.5k 297.83
Coinbase Global Com Cl A (COIN) 0.0 $425k 1.7k 252.23
Arch Capital Group Ltd Ord Ord (ACGL) 0.0 $422k 9.5k 44.44
Honeywell International (HON) 0.0 $395k 1.9k 208.66
Hp (HPQ) 0.0 $385k 10k 37.62
Portland Gen Elec Com New (POR) 0.0 $381k 7.2k 52.92
SVB Financial (SIVBQ) 0.0 $373k 550.00 678.18
Ameresco Inc Cl A Cl A (AMRC) 0.0 $371k 4.6k 81.54
Unilever Spon Adr New (UL) 0.0 $368k 6.8k 53.77
Crown Castle Intl (CCI) 0.0 $334k 1.6k 208.75
Xylem (XYL) 0.0 $330k 2.8k 120.00
Illumina (ILMN) 0.0 $323k 850.00 380.00
Spdr S&p Emerging Asia Pacific Asia Pacif Etf (GMF) 0.0 $318k 2.6k 121.56
Hershey Company (HSY) 0.0 $310k 1.6k 193.75
Moody's Corporation (MCO) 0.0 $301k 770.00 390.91
Vanguard Mega Cap Growth Mega Grwth Ind (MGK) 0.0 $300k 1.2k 260.64
First Trust Global Tactical FST TR GLB FD (FTGC) 0.0 $300k 13k 23.08
Royal Dutch Shell Spons Adr A 0.0 $294k 6.8k 43.47
Canadian Natl Ry (CNI) 0.0 $291k 2.4k 123.04
Spdr S&p Midcap 400 Etf Trust Utser1 S&pdcrp (MDY) 0.0 $275k 531.00 517.89
Diageo P L C Spon Adr New (DEO) 0.0 $275k 1.3k 220.00
Paychex (PAYX) 0.0 $273k 2.0k 136.50
Msa Safety Inc equity (MSA) 0.0 $272k 1.8k 151.11
Medtronics SHS (MDT) 0.0 $267k 2.6k 103.29
Morgan Stanley Com New (MS) 0.0 $265k 2.7k 98.22
UnitedHealth (UNH) 0.0 $261k 519.00 502.89
Boston Scientific Corporation (BSX) 0.0 $259k 6.1k 42.46
CSX Corporation (CSX) 0.0 $257k 6.8k 37.54
Lowe's Companies (LOW) 0.0 $252k 976.00 258.20
Ishares Russell 1000 Index Fun Rus 1000 Etf (IWB) 0.0 $241k 910.00 264.84
General Mills (GIS) 0.0 $234k 3.5k 67.24
Wec Energy Group (WEC) 0.0 $233k 2.4k 97.20
Altria (MO) 0.0 $228k 4.8k 47.45
Waters Corporation (WAT) 0.0 $224k 600.00 373.33
Analog Devices (ADI) 0.0 $217k 1.2k 175.85
Teradyne (TER) 0.0 $216k 1.3k 163.64
Ishares Msci Acwi Ex Us Etf Msci Acwi Ex Us (ACWX) 0.0 $216k 3.9k 55.63
Wisdomtree Us Large Cap Divide Us Largecap Divd (DLN) 0.0 $211k 3.2k 65.94
New York Times Cl A Cl A (NYT) 0.0 $200k 4.2k 48.19