BOSTON RESEARCH & MANAGEMENT INC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 108
New Positions 5
Increased Positions 39
Decreased Positions 31
Positions with Activity 70
Sold Out Positions 3
Total Mkt Value (in $ millions) 152

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

Sector Weighting

Basic Materials 3.59%
Capital Goods 8.83%
Conglomerates
Consumer Cyclical 0.48%
Consumer/Non-Cyclical 8.54%
Energy 4.27%
Financial 29.54%
Healthcare 8.69%
Services 18.08%
Technology 11.92%
Transportation 3.53%
Utilities 1.16%

39 INCREASED Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CISCO SYS INC COM 3,630 66 1.86 135,433
WAL-MART STORES INC COM 3,384 228 7.24 38,974
3M CO COM 3,324 1 .03 20,276
COCA COLA CO COM 3,324 195 6.24 79,287
EXXON MOBIL CORP COM 3,269 95 2.99 37,166
MEDTRONIC PLC SHS 3,257 66 2.07 44,366
WASTE MGMT INC DEL COM 2,972 74 2.56 56,454
UNITED TECHNOLOGIES CORP COM 2,934 418 16.61 25,094
BERKSHIRE HATHAWAY INC DEL CL B NEW 2,929 106 3.74 20,231
MASTERCARD INC CL A 2,811 180 6.83 34,810
WELLS FARGO & CO NEW COM 2,784 98 3.64 53,382
LABORATORY CORP AMER HLDGS COM NEW 2,764 43 1.59 23,936
C H ROBINSON WORLDWIDE INC COM NEW 2,730 65 2.44 37,432
ISHARES TR MSCI EMG MKT ETF 2,552 46 1.84 63,621
ACCENTURE PLC IRELAND SHS CLASS A 2,506 223 9.75 29,711
WESTERN UN CO COM 2,467 113 4.81 145,475
FASTENAL CO COM 2,439 2,063 547.63 54,530
UNITED PARCEL SERVICE INC CL B 2,331 137 6.25 23,471
MCDONALDS CORP COM 2,325 210 9.95 26,190
ABBVIE INC COM 2,222 314 16.45 35,929


Create your free portfolio