BIRCH HILL INVESTMENT ADVISORS LLC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 143
New Positions 2
Increased Positions 35
Decreased Positions 85
Positions with Activity 120
Sold Out Positions 4
Total Mkt Value (in $ millions) 1,006

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

Sector Weighting

Basic Materials 1.41%
Capital Goods 2.16%
Conglomerates
Consumer Cyclical 6.85%
Consumer/Non-Cyclical 7.97%
Energy 5.73%
Financial 19.1%
Healthcare 14.45%
Services 13.14%
Technology 17.65%
Transportation 5.22%
Utilities 0.59%

2 New Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ISHARES TR RUS 1000 ETF 231 231 New 1,965
MEDTRONIC PLC SHS 209 209 New 2,685


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