Fox Hill Wealth Management logo

Fox Hill Wealth Management

RIA/Wealth

Fox Hill Wealth Management is a RIA/Wealth based in Dedham, MA led by Eric Christopher Benz, reporting $251.8M in AUM as of Q3 2025 with 40% Technology concentration.

OwnerEric Christopher Benz
Portfolio Value
$212.3M
Positions
106
Top Holding
MSFT at 10.25%
Last Reported
Q3 2025
Address84 Bridge Street, Dedham, MA, 02026, United States

Top Holdings

Largest long holdings in Fox Hill Wealth Management's portfolio (42% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
Software - Infrastructure
Technology
$21.8M
10.25%
-$115.0K
Sold
0.00%
42.0K shares
2
Nvidia logo
Nvidia
NVDA
Semiconductors
Technology
$12.5M
5.90%
-$285.5K
Sold
0.00%
67.2K shares
3
Apple logo
Apple
AAPL
Consumer Electronics
Technology
$11.0M
5.18%
-$127.3K
Sold
0.00%
43.2K shares
Software - Infrastructure
Technology
$7.4M
3.50%
-$137.5K
Sold
0.00%
40.7K shares
Drug Manufacturers - General
Healthcare
$7.2M
3.40%
+$145.7K
Bought
0.00%
9.4K shares
6
Netflix logo
Entertainment
Communication Services
$7.0M
3.30%
+$390.8K
Bought
0.00%
5.8K shares
Internet Content & Information
Communication Services
$6.1M
2.88%
+$344.4K
Bought
0.00%
8.3K shares
Unknown
Unknown
$6.0M
2.81%
-$35.2K
Sold
16.8K shares
9
Amazon logo
Amazon
AMZN
Specialty Retail
Consumer Cyclical
$5.7M
2.69%
-$39.1K
Sold
0.00%
26.0K shares
Computer Hardware
Technology
$4.5M
2.11%
-$645.8K
Sold
0.00%
30.7K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Fox Hill Wealth Management's latest filing

See all changes
Market Value
$212.3M
Prior: $192.7M
Q/Q Change
+10.15%
+$19.6M
Net Flows % of MV
+1.61%
Turnover Ratio
5.81%
New Purchases
12 stocks
$9.2M
Added To
38 stocks
+$4.7M
Sold Out Of
9 stocks
$6.7M
Reduced Holdings
53 stocks
-$3.8M

Increased Positions

PositionShares Δ
New
New
3
Intel logo
Intel
INTC
New
New
New

Decreased Positions

PositionShares Δ
Sold
Sold
Sold
4
Abbott logo
Sold
Sold

Analytics

Portfolio insights and performance metrics for Fox Hill Wealth Management

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Sector Allocation

Technology: 39.60%TechnologyUtilities: 13.90%UtilitiesCommunication Services: 8.40%Communication ServicesIndustrials: 7.70%ETF: 6.30%Consumer Cyclical: 6.20%Healthcare: 4.80%Financial Services: 3.20%Consumer Defensive: 3.10%Energy: 0.70%
Technology
39.60%
Utilities
13.90%
Communication Services
8.40%
Industrials
7.70%
ETF
6.30%
Consumer Cyclical
6.20%
Healthcare
4.80%
Financial Services
3.20%
Consumer Defensive
3.10%
Energy
0.70%

Market Cap Distribution

Mega Cap (> $200B): 53.32%Mega Cap (> $200B)Large Cap ($10B - $200B): 30.23%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 4.15%N/A (ETF or Unknown): 12.29%N/A (ETF or Unknown)
Mega Cap (> $200B)
53.32%
Large Cap ($10B - $200B)
30.23%
Mid Cap ($2B - $10B)
4.15%
N/A (ETF or Unknown)
12.29%

Portfolio Concentration

Top 10 Holdings %
42.01%
Top 20 Holdings %
59.26%
Top 50 Holdings %
87.17%
Top 100 Holdings %
99.44%

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