BOSTON RESEARCH & MANAGEMENT INC Information

40 BEACH STREET, MANCHESTER, Massachusetts, 01944, (978) 526-9700

Report Date: 03/31/2014

Position Statistics

Total Positions 101
New Positions 6
Increased Positions 54
Decreased Positions 21
Positions with Activity 75
Sold Out Positions 1
Total Mkt Value (in $ millions) 144

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

Sector Weighting

Basic Materials 2.62%
Capital Goods 7.21%
Conglomerates 0%
Consumer Cyclical 0.46%
Consumer/Non-Cyclical 8.59%
Energy 5.48%
Financial 31.8%
Healthcare 9.56%
Services 17.37%
Technology 12.39%
Transportation 3.31%
Utilities 1.22%

75 Activity Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
EXXON MOBIL CORP COM 3,748 22 .59 36,194
MICROSOFT CORP COM 3,680 -2 (0.05) 88,318
ISHARES RUSSELL 2000 ETF 3,553 -41 (1.13) 30,503
CISCO SYS INC COM 3,361 93 2.83 132,128
PEPSICO INC COM 3,256 48 1.49 36,265
ALCOA INC COM 3,167 4 .14 201,855
INTEL CORP COM 3,115 40 1.31 100,847
3M CO COM 3,114 -31 (0.99) 21,521
APPLE INC COM 3,095 77 2.54 32,445
COCA COLA CO COM 3,075 -1 (0.03) 73,307
GENERAL ELECTRIC CO COM 2,982 95 3.29 113,297
WELLS FARGO & CO NEW COM 2,970 -3 (0.12) 56,909
MEDTRONIC INC COM 2,817 72 2.62 44,296
WAL-MART STORES INC COM 2,692 93 3.57 34,862
ISHARES MSCI EMG MKT ETF 2,629 225 9.36 59,496
BERKSHIRE HATHAWAY INC DEL CL B NEW 2,578 72 2.88 20,021
CLOROX CO DEL COM 2,532 159 6.69 27,283
LABORATORY CORP AMER HLDGS COM NEW 2,443 44 1.83 23,386
UNITED TECHNOLOGIES CORP COM 2,439 -22 (0.87) 21,429
COVIDIEN PLC SHS 2,388 -20 (0.82) 26,266


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