BOSTON RESEARCH & MANAGEMENT INC Information

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

Report Date: 03/31/2016

Position Statistics

Total Positions 99
New Positions 0
Increased Positions 36
Decreased Positions 31
Positions with Activity 67
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 3.6%
Capital Goods 9.37%
Conglomerates
Consumer Cyclical 0.44%
Consumer/Non-Cyclical 7.98%
Energy 4.58%
Financial 28.6%
Healthcare 9.24%
Services 18.16%
Technology 12.18%
Transportation 3.77%
Utilities 1%

99 Positions as of 03/31/2016

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
LILLY ELI & CO COM 357 New 4,815
YUM BRANDS INC COM 346 New 4,320
AGL RES INC COM 304 New 4,634
EMERSON ELEC CO COM 293 New 5,780
OCCIDENTAL PETE CORP DEL COM 272 New 3,630
ILLINOIS TOOL WKS INC COM 266 New 2,580
ORACLE CORP COM 265 New 6,770
DANAHER CORP DEL COM 239 New 2,417
DU PONT E I DE NEMOURS & CO COM 237 New 3,530
CATERPILLAR INC DEL COM 235 New 3,332
SOUTHERN CO COM 228 New 4,750
GENUINE PARTS CO COM 224 New 2,390
UNION PAC CORP COM 214 New 2,620
V F CORP COM 212 New 3,460
BOEING CO COM -191 Sold Out 0
CALIFORNIA RES CORP COM -1 Sold Out 0
CLOROX CO DEL COM -1,912 Sold Out 0
ISHARES TR U.S. BAS MTL ETF -497 Sold Out 0
TECOGEN INC NEW COM NEW -98 Sold Out 0