Birch Hill Investment Advisors as of Dec. 31, 2016
Portfolio Holdings for Birch Hill Investment Advisors
Birch Hill Investment Advisors holds 125 positions in its portfolio as reported in the December 2016 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Gentex Corporation (GNTX) | 4.5 | $50M | 2.5M | 19.69 | |
Synchrony Financial (SYF) | 4.5 | $50M | 1.4M | 36.00 | |
Amazon (AMZN) | 4.1 | $45M | 60k | 749.87 | |
Fiserv (FI) | 3.9 | $43M | 404k | 106.67 | |
Marsh & McLennan Companies (MMC) | 3.8 | $42M | 626k | 67.50 | |
Celgene Corporation | 3.5 | $39M | 333k | 115.75 | |
Microsoft Corporation (MSFT) | 3.4 | $38M | 605k | 62.14 | |
TJX Companies (TJX) | 3.3 | $37M | 488k | 75.13 | |
Ecolab (ECL) | 3.2 | $35M | 298k | 117.78 | |
Donaldson Company (DCI) | 2.9 | $32M | 733k | 44.00 | |
Comcast Corporation (CMCSA) | 2.8 | $31M | 441k | 70.00 | |
Schlumberger (SLB) | 2.8 | $31M | 366k | 83.95 | |
Merck & Co (MRK) | 2.8 | $31M | 518k | 58.87 | |
Alphabet Inc Class A cs (GOOGL) | 2.8 | $31M | 38k | 800.00 | |
Zimmer Holdings (ZBH) | 2.7 | $30M | 293k | 103.20 | |
Johnson & Johnson (JNJ) | 2.7 | $29M | 255k | 115.21 | |
W.W. Grainger (GWW) | 2.3 | $25M | 110k | 232.25 | |
United Parcel Service (UPS) | 2.3 | $25M | 221k | 114.04 | |
Costco Wholesale Corporation (COST) | 2.2 | $25M | 153k | 160.00 | |
Apple (AAPL) | 2.1 | $23M | 198k | 115.82 | |
Capital One Financial (COF) | 2.1 | $23M | 262k | 86.67 | |
Edwards Lifesciences (EW) | 1.9 | $21M | 224k | 93.70 | |
priceline.com Incorporated | 1.9 | $21M | 14k | 1500.00 | |
General Electric Company | 1.9 | $20M | 645k | 31.60 | |
eBay (EBAY) | 1.8 | $19M | 654k | 29.69 | |
Wells Fargo & Company (WFC) | 1.7 | $19M | 347k | 55.11 | |
Shire | 1.7 | $19M | 109k | 170.38 | |
Wabtec Corporation (WAB) | 1.6 | $18M | 221k | 80.00 | |
United Technologies Corporation | 1.6 | $17M | 159k | 109.62 | |
Alphabet Inc Class C cs (GOOG) | 1.5 | $17M | 21k | 775.51 | |
Cdk Global Inc equities | 1.3 | $15M | 248k | 59.69 | |
Exxon Mobil Corporation (XOM) | 1.2 | $13M | 141k | 90.26 | |
Pepsi (PEP) | 0.9 | $10M | 103k | 100.00 | |
Colgate-Palmolive Company (CL) | 0.9 | $9.6M | 148k | 65.00 | |
Boston Properties (BXP) | 0.8 | $9.2M | 73k | 125.78 | |
MasterCard Incorporated (MA) | 0.8 | $8.5M | 83k | 103.25 | |
JPMorgan Chase & Co. (JPM) | 0.8 | $8.3M | 97k | 86.29 | |
Laboratory Corp. of America Holdings | 0.8 | $8.4M | 65k | 128.37 | |
Carnival Corporation (CCL) | 0.7 | $7.8M | 149k | 52.06 | |
Oracle Corporation (ORCL) | 0.6 | $7.1M | 184k | 38.45 | |
Berkshire Hathaway (BRK.B) | 0.6 | $6.8M | 41k | 162.99 | |
McCormick & Company, Incorporated (MKC) | 0.5 | $6.0M | 64k | 93.32 | |
Potash Corp. Of Saskatchewan I | 0.5 | $5.4M | 300k | 18.09 | |
iShares S&P 500 Index (IVV) | 0.5 | $5.2M | 23k | 225.01 | |
Procter & Gamble Company (PG) | 0.4 | $4.5M | 54k | 84.08 | |
FedEx Corporation (FDX) | 0.4 | $4.4M | 24k | 186.21 | |
iShares MSCI EAFE Index Fund (EFA) | 0.4 | $4.3M | 74k | 57.73 | |
Coca-Cola Company (KO) | 0.4 | $4.2M | 102k | 41.46 | |
Automatic Data Processing (ADP) | 0.4 | $4.0M | 39k | 102.77 | |
Accenture (ACN) | 0.3 | $3.9M | 33k | 117.50 | |
CVS Caremark Corporation (CVS) | 0.3 | $3.5M | 45k | 78.91 | |
iShares Russell 2000 Index (IWM) | 0.3 | $3.2M | 23k | 134.86 | |
3M Company (MMM) | 0.3 | $3.0M | 17k | 178.55 | |
Vanguard Emerging Markets ETF (VWO) | 0.3 | $3.0M | 83k | 35.79 | |
Chevron Corporation (CVX) | 0.2 | $2.7M | 23k | 117.71 | |
Air Products & Chemicals (APD) | 0.2 | $2.5M | 18k | 143.81 | |
U.S. Bancorp (USB) | 0.2 | $2.4M | 46k | 51.37 | |
Emerson Electric (EMR) | 0.2 | $2.3M | 41k | 55.75 | |
International Business Machines (IBM) | 0.2 | $2.1M | 13k | 165.98 | |
Abbvie (ABBV) | 0.2 | $1.9M | 30k | 62.63 | |
Monsanto Company | 0.2 | $1.8M | 17k | 105.20 | |
Nextera Energy (NEE) | 0.2 | $1.7M | 14k | 119.43 | |
Vanguard Europe Pacific ETF (VEA) | 0.2 | $1.7M | 47k | 36.54 | |
Walgreen Boots Alliance (WBA) | 0.2 | $1.8M | 22k | 82.74 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.1 | $1.7M | 47k | 35.00 | |
Dominion Resources (D) | 0.1 | $1.6M | 22k | 76.59 | |
Eaton Vance | 0.1 | $1.7M | 40k | 41.88 | |
At&t (T) | 0.1 | $1.5M | 36k | 43.00 | |
Anadarko Petroleum Corporation | 0.1 | $1.5M | 22k | 69.73 | |
iShares S&P MidCap 400 Index (IJH) | 0.1 | $1.6M | 9.5k | 165.32 | |
Waste Management (WM) | 0.1 | $1.2M | 17k | 70.88 | |
Home Depot (HD) | 0.1 | $1.3M | 9.4k | 134.09 | |
Intel Corporation (INTC) | 0.1 | $1.2M | 32k | 36.28 | |
Berkshire Hathaway (BRK.A) | 0.1 | $1.2M | 5.00 | 244200.00 | |
Verizon Communications (VZ) | 0.1 | $1.1M | 20k | 53.38 | |
Abbott Laboratories (ABT) | 0.1 | $986k | 26k | 38.41 | |
Walt Disney Company (DIS) | 0.1 | $974k | 9.3k | 104.25 | |
Illinois Tool Works (ITW) | 0.1 | $1.0M | 8.5k | 122.43 | |
Portland General Electric Company (POR) | 0.1 | $921k | 21k | 43.32 | |
Pfizer (PFE) | 0.1 | $809k | 25k | 32.47 | |
Spdr S&p 500 Etf (SPY) | 0.1 | $764k | 3.4k | 223.39 | |
Union Pacific Corporation (UNP) | 0.1 | $795k | 7.7k | 103.69 | |
Boeing Company (BA) | 0.1 | $760k | 4.9k | 155.67 | |
Carlisle Companies (CSL) | 0.1 | $793k | 7.2k | 110.35 | |
Ingersoll-rand Co Ltd-cl A | 0.1 | $726k | 9.7k | 75.00 | |
Bristol Myers Squibb (BMY) | 0.1 | $638k | 11k | 58.47 | |
SYSCO Corporation (SYY) | 0.1 | $642k | 12k | 55.37 | |
Thermo Fisher Scientific (TMO) | 0.1 | $611k | 4.3k | 141.11 | |
Facebook Inc cl a (META) | 0.1 | $654k | 5.7k | 115.10 | |
Duke Energy (DUK) | 0.1 | $716k | 9.2k | 77.65 | |
E.I. du Pont de Nemours & Company | 0.1 | $558k | 7.6k | 73.44 | |
Royal Dutch Shell | 0.1 | $602k | 11k | 54.37 | |
Marriott International (MAR) | 0.1 | $496k | 6.0k | 82.75 | |
Dover Corporation (DOV) | 0.1 | $497k | 6.6k | 74.89 | |
Roper Industries (ROP) | 0.1 | $515k | 2.8k | 182.95 | |
McDonald's Corporation (MCD) | 0.0 | $495k | 4.1k | 121.77 | |
PPG Industries (PPG) | 0.0 | $398k | 4.2k | 94.76 | |
Becton, Dickinson and (BDX) | 0.0 | $481k | 2.9k | 165.72 | |
Praxair | 0.0 | $484k | 4.1k | 117.08 | |
Washington Trust Ban (WASH) | 0.0 | $482k | 8.6k | 56.09 | |
Vanguard Mid-Cap ETF (VO) | 0.0 | $431k | 3.3k | 131.60 | |
iShares MSCI EAFE Growth Index (EFG) | 0.0 | $403k | 6.3k | 63.68 | |
Mondelez Int (MDLZ) | 0.0 | $394k | 8.9k | 44.30 | |
Caterpillar (CAT) | 0.0 | $313k | 3.4k | 92.77 | |
Apache Corporation | 0.0 | $373k | 5.9k | 63.44 | |
IDEXX Laboratories (IDXX) | 0.0 | $322k | 2.8k | 117.09 | |
Helmerich & Payne (HP) | 0.0 | $294k | 3.8k | 77.37 | |
Amgen (AMGN) | 0.0 | $331k | 2.3k | 146.27 | |
General Mills (GIS) | 0.0 | $318k | 5.2k | 61.70 | |
Nike (NKE) | 0.0 | $352k | 6.9k | 50.82 | |
Unilever | 0.0 | $374k | 9.1k | 41.02 | |
Arch Capital Group (ACGL) | 0.0 | $347k | 4.0k | 86.34 | |
iShares Russell 3000 Index (IWV) | 0.0 | $370k | 2.8k | 133.14 | |
SPDR S&P Emerging Asia Pacific (GMF) | 0.0 | $331k | 4.4k | 75.04 | |
BP (BP) | 0.0 | $202k | 5.4k | 37.31 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $207k | 2.0k | 102.93 | |
Avery Dennison Corporation (AVY) | 0.0 | $274k | 3.9k | 70.26 | |
Qualcomm (QCOM) | 0.0 | $222k | 3.4k | 65.29 | |
Aqua America | 0.0 | $200k | 6.7k | 30.00 | |
iShares S&P SmallCap 600 Index (IJR) | 0.0 | $210k | 1.5k | 137.25 | |
iShares MSCI ACWI ex US Index Fund (ACWX) | 0.0 | $207k | 5.1k | 40.27 | |
Vanguard S&p 500 Etf idx (VOO) | 0.0 | $241k | 1.2k | 205.63 | |
Allegion Plc equity (ALLE) | 0.0 | $200k | 3.1k | 63.98 | |
Hubbell (HUBB) | 0.0 | $218k | 1.9k | 116.95 | |
Chubb (CB) | 0.0 | $242k | 1.8k | 131.88 |