Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BIRCH HILL INVESTMENT ADVISORS LLC | 05-13-2024 | 03-31-2024 | 172 | 2,055,077,459 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $119,617,848 | 284,317 | 0.01 | 0.01 | -7,000 | -2.40 | 03-31-2024 |
| AMAZON COM INC | COM | 2 | $101,652,969 | 563,549 | 0.00 | 0.00 | -7,002 | -1.23 | 03-31-2024 |
| FISERV INC | COM | 3 | $100,575,845 | 629,307 | 0.00 | 0.00 | -7,419 | -1.17 | 03-31-2024 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 4 | $98,051,387 | 233,167 | 0.00 | 0.00 | -4,012 | -1.69 | 03-31-2024 |
