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) 996

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

Sector Weighting

Basic Materials 1.48%
Capital Goods 2.51%
Conglomerates
Consumer Cyclical 7.36%
Consumer/Non-Cyclical 8.17%
Energy 6.79%
Financial 19.95%
Healthcare 14.85%
Services 12.75%
Technology 17.22%
Transportation 5.11%
Utilities 0.63%

4 Sold Out Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BHP BILLITON PLC SPONSORED ADR -187 Sold Out 0
DOW CHEM CO COM -174 Sold Out 0
HALLIBURTON CO COM -187 Sold Out 0
PAYCHEX INC COM -220 Sold Out 0


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