BIRCH HILL INVESTMENT ADVISORS LLC Information

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

Report Date: 12/31/2015

Position Statistics

Total Positions 132
New Positions 2
Increased Positions 38
Decreased Positions 67
Positions with Activity 105
Sold Out Positions 6
Total Mkt Value (in $ millions) 986

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

Sector Weighting

Basic Materials 1.23%
Capital Goods 2.34%
Conglomerates
Consumer Cyclical 7.59%
Consumer/Non-Cyclical 8.01%
Energy 5.01%
Financial 15.63%
Healthcare 16.86%
Services 14.85%
Technology 16.2%
Transportation 5.47%
Utilities 0.59%

2 New Positions as of 12/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
HELMERICH & PAYNE INC COM 264 264 New 4,000
ALLEGION PUB LTD CO ORD SHS 205 205 New 3,126


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