Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BIRCH HILL INVESTMENT ADVISORS LLC | 01-29-2024 | 12-31-2023 | 163 | 1,879,608,185 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $109,546,845 | 291,317 | 0.01 | 0.01 | -7,121 | -2.39 | 12-31-2023 |
| AMAZON COM INC | COM | 2 | $86,689,519 | 570,551 | 0.00 | 0.00 | 3,614 | 0.64 | 12-31-2023 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 3 | $84,592,262 | 237,179 | 0.00 | 0.00 | -1,045 | -0.44 | 12-31-2023 |
| FISERV INC | COM | 4 | $84,582,682 | 636,726 | 0.00 | 0.00 | 7,807 | 1.24 | 12-31-2023 |
