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) 156

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

Sector Weighting

Basic Materials 3.51%
Capital Goods 8.82%
Conglomerates
Consumer Cyclical 0.47%
Consumer/Non-Cyclical 8.56%
Energy 4.3%
Financial 29.15%
Healthcare 8.65%
Services 18.01%
Technology 12.31%
Transportation 3.52%
Utilities 1.14%

3 Sold Out Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ALCATEL-LUCENT SPONSORED ADR -168 Sold Out 0
KINDER MORGAN INC DEL COM -286 Sold Out 0
NEWSTAR FINANCIAL INC COM -311 Sold Out 0


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