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) 144

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

Sector Weighting

Basic Materials 2.51%
Capital Goods 7.25%
Conglomerates 0%
Consumer Cyclical 0.46%
Consumer/Non-Cyclical 8.6%
Energy 5.47%
Financial 31.83%
Healthcare 9.59%
Services 17.38%
Technology 12.38%
Transportation 3.3%
Utilities 1.23%

101 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
HOME DEPOT INC COM 821 16 2.01 10,160
MARKET VECTORS ETF TR BIOTECH ETF 749 -47 (5.88) 7,838
INTERNATIONAL BUSINESS MACHS COM 731 95 14.99 3,904
DUKE ENERGY CORP NEW COM NEW 635 39 6.52 8,785
PFIZER INC COM 590 63 11.89 19,560
DISNEY WALT CO COM DISNEY 581 New 6,770
BOSTON PROPERTIES INC COM 579 New 4,885
NEWSTAR FINANCIAL INC COM 519 519 New 38,262
MERCK & CO INC NEW COM 457 30 6.97 7,855
KIMBERLY CLARK CORP COM 439 New 3,900
OCCIDENTAL PETE CORP DEL COM 428 117 37.71 4,200
FASTENAL CO COM 417 156 60.08 8,420
JPMORGAN CHASE & CO COM 414 8 2.06 7,416
CINTAS CORP COM 411 New 6,479
STRYKER CORP COM 396 New 4,724
PPG INDS INC COM 383 New 1,850
NEXTERA ENERGY INC COM 360 New 3,640
YUM BRANDS INC COM 356 New 4,320
SYSCO CORP COM 342 47 15.95 9,305
VERIZON COMMUNICATIONS INC COM 339 139 69.53 6,954


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