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) 145

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

Sector Weighting

Basic Materials 2.8%
Capital Goods 7.01%
Conglomerates 0%
Consumer Cyclical 0.45%
Consumer/Non-Cyclical 8.39%
Energy 5.48%
Financial 31.61%
Healthcare 9.44%
Services 17.31%
Technology 12.93%
Transportation 3.34%
Utilities 1.24%

101 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ISHARES TR MSCI EAFE ETF 1,784 31 1.78 26,244
AT&T INC COM 1,684 76 4.71 47,232
ISHARES TR CORE S&P SCP ETF 1,604 New 14,860
DEERE & CO COM 1,572 1,572 New 18,272
OMNICOM GROUP INC COM 1,546 -30 (1.93) 21,184
CHEVRON CORP NEW COM 1,485 27 1.83 11,149
ABBVIE INC COM 1,482 9 .62 27,572
SELECT SECTOR SPDR TR SBI INT-ENERGY 1,480 New 14,862
GOOGLE INC CL A 1,442 -60 (3.99) 2,407
GOOGLE INC CL C 1,422 -59 (3.99) 2,407
ABBOTT LABS COM 1,305 23 1.80 30,392
VANGUARD INDEX FDS TOTAL STK MKT 1,193 New 11,680
STATE STR CORP COM 1,097 58 5.63 15,396
JOHNSON & JOHNSON COM 1,086 New 10,640
ALPS ETF TR ALERIAN MLP 1,083 77 7.61 57,144
ISHARES GOLD TRUST ISHARES 1,059 -26 (2.37) 83,710
PROCTER & GAMBLE CO COM 920 88 10.57 11,609
ISHARES GRWT ALLOCAT ETF 910 3 .36 22,642
VANGUARD INTL EQUITY INDEX FD ALLWRLD EX US 910 New 17,285
JPMORGAN CHASE & CO ALERIAN ML ETN 847 -19 (2.17) 16,225