BIRCH HILL INVESTMENT ADVISORS LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 142
New Positions 6
Increased Positions 49
Decreased Positions 64
Positions with Activity 113
Sold Out Positions 5
Total Mkt Value (in $ millions) 1,014

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

Sector Weighting

Basic Materials 1.61%
Capital Goods 2.48%
Conglomerates
Consumer Cyclical 7.56%
Consumer/Non-Cyclical 8.33%
Energy 7.06%
Financial 19.15%
Healthcare 14.73%
Services 12.35%
Technology 18.49%
Transportation 5.39%
Utilities 0.7%

5 Sold Out Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
FX ENERGY INC COM -41 Sold Out 0
KINDER MORGAN INC DEL COM -349 Sold Out 0
MSA SAFETY INC COM -194 Sold Out 0
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP -208 Sold Out 0
TEXAS INSTRS INC COM -394 Sold Out 0


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