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 2.77%
Capital Goods 6.97%
Conglomerates 0%
Consumer Cyclical 0.45%
Consumer/Non-Cyclical 8.26%
Energy 5.46%
Financial 31.68%
Healthcare 9.49%
Services 17.42%
Technology 12.92%
Transportation 3.37%
Utilities 1.22%

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 831 16 2.01 10,160
MARKET VECTORS ETF TR BIOTECH ETF 778 -49 (5.88) 7,838
INTERNATIONAL BUSINESS MACHS COM 757 99 14.99 3,904
DUKE ENERGY CORP NEW COM NEW 642 39 6.52 8,785
BOSTON PROPERTIES INC COM 591 New 4,885
DISNEY WALT CO COM DISNEY 590 New 6,770
PFIZER INC COM 572 61 11.89 19,560
MERCK & CO INC NEW COM 456 30 6.97 7,855
NEWSTAR FINANCIAL INC COM 455 455 New 38,262
JPMORGAN CHASE & CO COM 437 9 2.06 7,416
KIMBERLY CLARK CORP COM 414 New 3,900
OCCIDENTAL PETE CORP DEL COM 412 113 37.71 4,200
CINTAS CORP COM 411 New 6,479
STRYKER CORP COM 380 New 4,724
FASTENAL CO COM 378 142 60.08 8,420
PPG INDS INC COM 378 New 1,850
VERIZON COMMUNICATIONS INC COM 360 148 69.53 6,954
NEXTERA ENERGY INC COM 351 New 3,640
HEWLETT PACKARD CO COM 350 New 9,680
SYSCO CORP COM 337 46 15.95 9,305