BOSTON RESEARCH & MANAGEMENT INC Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 96
New Positions 6
Increased Positions 32
Decreased Positions 43
Positions with Activity 75
Sold Out Positions 1
Total Mkt Value (in $ millions) 131

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

Sector Weighting

Basic Materials 2.54%
Capital Goods 6.34%
Conglomerates 0.02%
Consumer Cyclical 0.49%
Consumer/Non-Cyclical 8.92%
Energy 5.47%
Financial 32.72%
Healthcare 9.27%
Services 17.92%
Technology 12.17%
Transportation 3.07%
Utilities 1.06%

96 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AT&T INC COM 1,626 2 .11 45,106
MARKET VECTORS ETF TR OIL SVCS ETF 1,613 42 2.67 31,560
ISHARES CORE S&P SCP ETF 1,603 -16 (1) 14,860
OMNICOM GROUP INC COM 1,537 -45 (2.86) 21,600
SELECT SECTOR SPDR TR SBI INT-ENERGY 1,379 -1 (0.1) 14,862
GOOGLE INC CL A 1,362 -47 (3.32) 2,507
CHEVRON CORP NEW COM 1,354 -31 (2.22) 10,949
GOOGLE INC CL C 1,344 -46 (3.32) 2,507
ABBVIE INC COM 1,330 26 1.99 27,403
ABBOTT LABS COM 1,162 138 13.46 29,854
VANGUARD INDEX FDS TOTAL STK MKT 1,130 New 11,680
ISHARES GOLD TRUST ISHARES 1,077 -115 (9.63) 85,740
JOHNSON & JOHNSON COM 1,053 New 10,640
ALPS ETF TR ALERIAN MLP 960 161 20.09 53,104
STATE STR CORP COM 955 -13 (1.31) 14,576
ISHARES GRWT ALLOCAT ETF 881 51 6.11 22,562
VANGUARD INTL EQUITY INDEX FD ALLWRLD EX US 877 -18 (1.99) 17,285
PROCTER & GAMBLE CO COM 858 -33 (3.67) 10,499
JPMORGAN CHASE & CO ALERIAN ML ETN 799 -3 (0.33) 16,585
HOME DEPOT INC COM 768 New 9,960