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) 163

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

Sector Weighting

Basic Materials 3.9%
Capital Goods 8.93%
Conglomerates
Consumer Cyclical 0.47%
Consumer/Non-Cyclical 8.28%
Energy 4.35%
Financial 29.91%
Healthcare 8.7%
Services 17.99%
Technology 12.42%
Transportation 3.82%
Utilities 0.97%

109 Positions as of 12/31/2014

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
3M CO COM 3,457 New 20,276
ABBOTT LABS COM 1,506 13 .89 31,894
ABBVIE INC COM 2,177 4 .20 35,999
ACCENTURE PLC IRELAND SHS CLASS A 2,731 22 .81 29,951
AGL RES INC COM 222 New 4,634
AIR PRODS & CHEMS INC COM 237 237 New 1,500
ALCOA INC COM 2,618 9 .36 175,140
ALPS ETF TR ALERIAN MLP 1,026 -119 (10.39) 60,892
AMGEN INC COM 220 -48 (17.86) 1,380
APPLE INC COM 4,006 -30 (0.74) 31,032
AT&T INC COM 1,420 -37 (2.53) 41,006
AUTOMATIC DATA PROCESSING INC COM 1,195 -308 (20.5) 13,248
BANK NEW YORK MELLON CORP COM 1,993 -109 (5.17) 50,260
BERKSHIRE HATHAWAY INC DEL CL B NEW 2,987 12 .40 20,311
BOEING CO COM 277 New 1,800
BOSTON PROPERTIES INC COM 678 New 4,885
BRISTOL MYERS SQUIBB CO COM 546 156 39.94 8,760
C H ROBINSON WORLDWIDE INC COM NEW 2,757 2 .07 37,457
CALIFORNIA RES CORP COM -14 Sold Out 0
CATERPILLAR INC DEL COM 254 46 21.90 3,062


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