BOSTON RESEARCH & MANAGEMENT INC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 109
New Positions 4
Increased Positions 42
Decreased Positions 31
Positions with Activity 73
Sold Out Positions 5
Total Mkt Value (in $ millions) 162

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

Sector Weighting

Basic Materials 3.86%
Capital Goods 8.85%
Conglomerates
Consumer Cyclical 0.47%
Consumer/Non-Cyclical 8.28%
Energy 4.36%
Financial 29.98%
Healthcare 8.76%
Services 17.99%
Technology 12.41%
Transportation 3.83%
Utilities 0.98%

109 Positions as of 12/31/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
VANGUARD INDEX FDS 500 PORTFOLIO -1,358 Sold Out 0
JPMORGAN CHASE & CO ALERIAN ML ETN 711 New 16,055
ALPS ETF TR ALERIAN MLP 1,029 -119 (10.39) 60,892
VANGUARD INTL EQUITY INDEX FD ALLWRLD EX US 2,067 1,234 148.18 42,079
MARKET VECTORS ETF TR BIOTECH ETF 2,051 -32 (1.55) 15,908
GENESEE & WYO INC CL A 741 741 New 7,171
GOOGLE INC CL A 1,770 190 12.01 3,060
MASTERCARD INC CL A 3,333 140 4.40 36,340
COMCAST CORP NEW CL A SPL 2,193 32 1.50 36,613
UNITED PARCEL SERVICE INC CL B 2,367 10 .43 23,571
BERKSHIRE HATHAWAY INC DEL CL B NEW 2,943 12 .40 20,311
GOOGLE INC CL C 1,291 New 2,252
3M CO COM 3,389 New 20,276
ABBOTT LABS COM 1,499 13 .89 31,894
ABBVIE INC COM 2,170 4 .20 35,999
AGL RES INC COM 222 New 4,634
AIR PRODS & CHEMS INC COM 232 232 New 1,500
ALCOA INC COM 2,555 9 .36 175,140
AMGEN INC COM 220 -48 (17.86) 1,380
APPLE INC COM 3,989 -30 (0.74) 31,032