BIRCH HILL INVESTMENT ADVISORS LLC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 140
New Positions 2
Increased Positions 34
Decreased Positions 83
Positions with Activity 117
Sold Out Positions 4
Total Mkt Value (in $ millions) 1,004

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

Sector Weighting

Basic Materials 1.59%
Capital Goods 2.52%
Conglomerates
Consumer Cyclical 7.41%
Consumer/Non-Cyclical 7.95%
Energy 6.48%
Financial 19.67%
Healthcare 14.49%
Services 13.11%
Technology 17.3%
Transportation 5.22%
Utilities 0.58%

140 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
CISCO SYS INC COM -146 Sold Out 0
HEWLETT PACKARD CO COM -209 Sold Out 0
MCKESSON CORP COM -590 Sold Out 0
SANOFI SPONSORED ADR -8,064 Sold Out 0
BERKSHIRE HATHAWAY INC DEL CL A 1,085 -217 (16.67) 5
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 219 New 780
ILLUMINA INC COM 246 New 1,200
ISHARES TR RUS 1000 ETF 234 234 New 1,965
PPG INDS INC COM 458 New 2,000
IDEXX LABS INC COM 284 New 2,050
MOODYS CORP COM 264 New 2,400
AMGEN INC COM 403 8 2.07 2,463
SPDR S&P 500 ETF TR TR UNIT 527 -29 (5.18) 2,473
MEDTRONIC PLC SHS 209 209 New 2,685
ISHARES TR RUSSELL 3000 ETF 344 -1 (0.26) 2,707
CLOROX CO DEL COM 337 New 3,068
VANGUARD INDEX FDS MID CAP ETF 419 26 6.50 3,195
BECTON DICKINSON & CO COM 455 New 3,203
NIKE INC CL B 337 -6 (1.82) 3,230
CONOCOPHILLIPS COM 216 New 3,321


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