BIRCH HILL INVESTMENT ADVISORS LLC Information

24 FEDERAL STREET, BOSTON, Massachusetts, 02110, (617) 502-8300

Report Date: 12/31/2014

Position Statistics

Total Positions 142
New Positions 5
Increased Positions 36
Decreased Positions 84
Positions with Activity 120
Sold Out Positions 4
Total Mkt Value (in $ millions) 1,015

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 1.53%
Capital Goods 2.62%
Conglomerates
Consumer Cyclical 7.3%
Consumer/Non-Cyclical 8.18%
Energy 6.26%
Financial 19.47%
Healthcare 14.84%
Services 13%
Technology 17.7%
Transportation 5.27%
Utilities 0.61%

5 New Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MARKET VECTORS ETF TR OIL SVCS ETF 4,691 4,691 New 134,840
MCKESSON CORP COM 560 560 New 2,453
PRECISION CASTPARTS CORP COM 535 535 New 2,460
POTASH CORP SASK INC COM 406 406 New 11,300
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 216 216 New 780