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) 994

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

Sector Weighting

Basic Materials 1.4%
Capital Goods 2.18%
Conglomerates
Consumer Cyclical 6.81%
Consumer/Non-Cyclical 7.82%
Energy 5.88%
Financial 19.22%
Healthcare 14.65%
Services 13.08%
Technology 17.63%
Transportation 5.05%
Utilities 0.57%

143 Positions as of 03/31/2015

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
3M CO COM 2,924 -300 (9.3) 19,578
ABBOTT LABS COM 1,639 -79 (4.58) 32,102
ABBVIE INC COM 2,084 -131 (5.9) 30,604
ACCENTURE PLC IRELAND SHS CLASS A 3,245 -5 (0.16) 32,073
ADOBE SYS INC COM 300 -40 (11.91) 3,700
AIR PRODS & CHEMS INC COM 3,271 -1,715 (34.4) 25,148
AMAZON COM INC COM 36,392 770 2.16 68,740
AMERICAN EXPRESS CO COM 264 New 3,472
AMGEN INC COM 391 8 2.07 2,463
ANADARKO PETE CORP COM 1,964 -7 (0.36) 27,425
APACHE CORP COM 1,516 -411 (21.35) 33,620
APPLE INC COM 15,098 -312 (2.03) 121,266
ARCH CAP GROUP LTD ORD 282 New 4,019
AT&T INC COM 1,506 -17 (1.13) 43,910
AUTOMATIC DATA PROCESSING INC COM 3,026 16 .53 37,933
AVERY DENNISON CORP COM 433 New 7,200
BAKER HUGHES INC COM 3,784 -46 (1.21) 64,500
BAXALTA INC COM 8,167 75 .93 264,401
BAXTER INTL INC COM 9,952 91 .93 264,401
BB&T CORP COM 327 New 8,006


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