BOSTON RESEARCH & MANAGEMENT INC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 109
New Positions 4
Increased Positions 42
Decreased Positions 31
Positions with Activity 73
Sold Out Positions 5
Total Mkt Value (in $ millions) 161

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

Sector Weighting

Basic Materials 3.61%
Capital Goods 8.84%
Conglomerates
Consumer Cyclical 0.45%
Consumer/Non-Cyclical 8.03%
Energy 4.51%
Financial 30.65%
Healthcare 8.72%
Services 17.78%
Technology 12.58%
Transportation 3.58%
Utilities 1%

5 Sold Out Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CALIFORNIA RES CORP COM -18 Sold Out 0
CDK GLOBAL INC COM -269 Sold Out 0
HALYARD HEALTH INC COM -24 Sold Out 0
ISHARES INC CORE MSCI EMKT -336 Sold Out 0
VANGUARD INDEX FDS 500 PORTFOLIO -1,361 Sold Out 0


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