BOSTON RESEARCH & MANAGEMENT INC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 105
New Positions 1
Increased Positions 39
Decreased Positions 35
Positions with Activity 74
Sold Out Positions 5
Total Mkt Value (in $ millions) 161

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

Sector Weighting

Basic Materials 3.7%
Capital Goods 9.4%
Conglomerates
Consumer Cyclical 0.44%
Consumer/Non-Cyclical 7.52%
Energy 4.68%
Financial 30.06%
Healthcare 9.23%
Services 17.22%
Technology 12.77%
Transportation 3.32%
Utilities 0.95%

105 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SELECT SECTOR SPDR TR SBI INT-ENERGY 916 -782 (46.03) 11,678
PROCTER & GAMBLE CO COM 889 40 4.67 11,207
ISHARES GOLD TRUST ISHARES 875 -13 (1.42) 76,140
DISNEY WALT CO COM DISNEY 802 -8 (0.96) 7,260
ISHARES MSCI CDA ETF 758 -89 (10.54) 27,085
DUKE ENERGY CORP NEW COM NEW 690 New 9,085
JPMORGAN CHASE & CO ALERIAN ML ETN 689 -8 (1.18) 15,865
BOSTON PROPERTIES INC COM 643 New 4,885
BRISTOL MYERS SQUIBB CO COM 606 New 8,760
PFIZER INC COM 602 New 17,482
INTERNATIONAL BUSINESS MACHS COM 578 New 3,365
CINTAS CORP COM 559 New 6,479
DU PONT E I DE NEMOURS & CO COM 538 New 7,530
JPMORGAN CHASE & CO COM 502 New 7,581
MERCK & CO INC NEW COM 469 New 7,855
STRYKER CORP COM 455 New 4,724
KIMBERLY CLARK CORP COM 428 New 3,900
PPG INDS INC COM 425 New 1,850
YUM BRANDS INC COM 397 New 4,320
PAYCHEX INC COM 390 New 7,875


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