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) 159

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 8.77%
Conglomerates
Consumer Cyclical 0.46%
Consumer/Non-Cyclical 8.21%
Energy 4.53%
Financial 30.75%
Healthcare 8.88%
Services 17.88%
Technology 12.05%
Transportation 3.63%
Utilities 1%

109 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ISHARES GOLD TRUST ISHARES 899 -48 (5.08) 77,240
PROCTER & GAMBLE CO COM 884 -14 (1.56) 10,707
ISHARES MSCI CDA ETF 878 -201 (18.63) 30,275
MARKET VECTORS ETF TR OIL SVCS ETF 876 -337 (27.79) 23,440
DISNEY WALT CO COM DISNEY 782 New 7,330
JPMORGAN CHASE & CO ALERIAN ML ETN 710 New 16,055
DUKE ENERGY CORP NEW COM NEW 702 23 3.42 9,085
BOSTON PROPERTIES INC COM 667 New 4,885
GENESEE & WYO INC CL A 665 665 New 7,171
PFIZER INC COM 613 New 17,482
BRISTOL MYERS SQUIBB CO COM 572 163 39.94 8,760
INTERNATIONAL BUSINESS MACHS COM 541 New 3,365
DU PONT E I DE NEMOURS & CO COM 539 286 113.31 7,530
CINTAS CORP COM 527 New 6,479
JPMORGAN CHASE & CO COM 476 New 7,581
MERCK & CO INC NEW COM 447 New 7,855
STRYKER CORP COM 437 New 4,724
NEXTERA ENERGY INC COM 427 New 4,140
PPG INDS INC COM 419 New 1,850
KIMBERLY CLARK CORP COM 416 New 3,900


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