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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MSCI EAFE ETF | 51 | $5,783,489 | 76,755 | 0.00 | 0.00 | 412 | 0.54 | 12-31-2023 |
| ISHARES TR | CORE S&P MCP ETF | 52 | $5,662,729 | 20,432 | 0.00 | 0.00 | -25 | -0.12 | 12-31-2023 |
| HOME DEPOT INC | COM | 53 | $5,056,164 | 14,590 | 0.00 | 0.00 | 192 | 1.33 | 12-31-2023 |
| BOSTON PROPERTIES INC | COM | 54 | $5,039,960 | 71,825 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
