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) 141

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

Sector Weighting

Basic Materials 2.76%
Capital Goods 6.97%
Conglomerates 0%
Consumer Cyclical 0.45%
Consumer/Non-Cyclical 8.28%
Energy 5.39%
Financial 31.66%
Healthcare 9.51%
Services 17.46%
Technology 12.93%
Transportation 3.37%
Utilities 1.22%

21 DECREASED Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MICROSOFT CORP COM 3,812 -2 (0.05) 88,318
ISHARES TR RUSSELL 2000 ETF 3,392 -39 (1.13) 30,503
3M CO COM 3,032 -30 (0.99) 21,521
WELLS FARGO & CO NEW COM 2,897 -3 (0.12) 56,909
COCA COLA CO COM 2,880 -1 (0.03) 73,307
COVIDIEN PLC SHS 2,272 -19 (0.82) 26,266
UNITED TECHNOLOGIES CORP COM 2,253 -20 (0.87) 21,429
CVS CAREMARK CORPORATION COM 2,163 -22 (1.02) 28,325
XYLEM INC COM 2,147 -53 (2.39) 60,832
SELECT SECTOR SPDR TR SBI INT-UTILS 2,130 -46 (2.13) 51,646
AUTOMATIC DATA PROCESSING INC COM 2,060 -12 (0.59) 25,337
ACCENTURE PLC IRELAND SHS CLASS A 2,015 -25 (1.24) 25,411
VANGUARD INDEX FDS SMALL CP ETF 1,820 -9 (0.49) 16,358
OMNICOM GROUP INC COM 1,483 -29 (1.93) 21,184
GOOGLE INC CL A 1,395 -58 (3.99) 2,407
GOOGLE INC CL C 1,376 -57 (3.99) 2,407
ISHARES GOLD TRUST ISHARES 1,040 -25 (2.37) 83,710
JPMORGAN CHASE & CO ALERIAN ML ETN 818 -18 (2.17) 16,225
MARKET VECTORS ETF TR BIOTECH ETF 759 -47 (5.88) 7,838
ISHARES TR CORE S&P500 ETF 227 -120 (34.64) 1,170


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