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) 145

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

Sector Weighting

Basic Materials 2.8%
Capital Goods 7.1%
Conglomerates 0%
Consumer Cyclical 0.45%
Consumer/Non-Cyclical 8.39%
Energy 5.45%
Financial 31.59%
Healthcare 9.46%
Services 17.26%
Technology 12.9%
Transportation 3.36%
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
EUROSITE PWR INC COM -24 Sold Out 0
ISHARES CORE S&P500 ETF 233 -124 (34.64) 1,170
MARKET VECTORS ETF TR BIOTECH ETF 750 -47 (5.88) 7,838
GOOGLE INC CL A 1,453 -60 (3.99) 2,407
GOOGLE INC CL C 1,432 -59 (3.99) 2,407
XYLEM INC COM 2,287 -56 (2.39) 60,832
ISHARES GOLD TRUST ISHARES 1,060 -26 (2.37) 83,710
JPMORGAN CHASE & CO ALERIAN ML ETN 851 -19 (2.17) 16,225
SELECT SECTOR SPDR TR SBI INT-UTILS 2,201 -48 (2.13) 51,646
OMNICOM GROUP INC COM 1,535 -30 (1.93) 21,184
ACCENTURE PLC IRELAND SHS CLASS A 2,040 -26 (1.24) 25,411
ISHARES RUSSELL 2000 ETF 3,500 -40 (1.13) 30,503
CVS CAREMARK CORPORATION COM 2,206 -23 (1.02) 28,325
3M CO COM 3,123 -31 (0.99) 21,521
UNITED TECHNOLOGIES CORP COM 2,376 -21 (0.87) 21,429
COVIDIEN PLC SHS 2,335 -19 (0.82) 26,266
AUTOMATIC DATA PROCESSING INC COM 2,070 -12 (0.59) 25,337
VANGUARD INDEX FDS SMALL CP ETF 1,878 -9 (0.49) 16,358
WELLS FARGO & CO NEW COM 2,922 -3 (0.12) 56,909
MICROSOFT CORP COM 3,959 -2 (0.05) 88,318


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