BOSTON RESEARCH & MANAGEMENT INC Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 96
New Positions 6
Increased Positions 32
Decreased Positions 43
Positions with Activity 75
Sold Out Positions 1
Total Mkt Value (in $ millions) 130

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

Sector Weighting

Basic Materials 2.48%
Capital Goods 6.29%
Conglomerates 0.02%
Consumer Cyclical 0.49%
Consumer/Non-Cyclical 8.91%
Energy 5.42%
Financial 32.68%
Healthcare 9.32%
Services 18.02%
Technology 12.26%
Transportation 3.04%
Utilities 1.08%

96 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
ON ASSIGNMENT INC COM -261 Sold Out 0
LILLY ELI & CO COM 290 -155 (34.87) 4,875
VERIZON COMMUNICATIONS INC COM 192 -72 (27.23) 4,102
SYSCO CORP COM 287 -87 (23.32) 8,025
ALCOA INC COM 2,631 -563 (17.63) 201,575
ISHARES GOLD TRUST ISHARES 1,084 -116 (9.63) 85,740
MARKET VECTORS ETF TR BIOTECH ETF 698 -63 (8.23) 8,328
DU PONT E I DE NEMOURS & CO COM 236 -20 (7.95) 3,530
JPMORGAN CHASE & CO COM 398 -33 (7.63) 7,266
COLGATE PALMOLIVE CO COM 2,026 -149 (6.85) 30,530
INTERNATIONAL BUSINESS MACHS COM 669 -47 (6.6) 3,395
3M CO COM 2,915 -165 (5.36) 21,736
GENERAL ELECTRIC CO COM 2,832 -153 (5.14) 109,687
XYLEM INC COM 2,174 -117 (5.12) 62,320
MASTERCARD INC CL A 1,877 -93 (4.73) 26,010
ISHARES MSCI EAFE ETF 1,711 -82 (4.58) 25,784
WASTE MGMT INC DEL COM 2,134 -82 (3.68) 51,554
PROCTER & GAMBLE CO COM 849 -32 (3.67) 10,499
VANGUARD INDEX FDS SMALL CP ETF 1,790 -66 (3.56) 16,438
AUTOMATIC DATA PROCESSING INC COM 1,914 -69 (3.47) 25,487


Latest News Headlines

View All
Create your free portfolio