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) 161

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

Sector Weighting

Basic Materials 3.61%
Capital Goods 8.84%
Conglomerates
Consumer Cyclical 0.45%
Consumer/Non-Cyclical 8.03%
Energy 4.51%
Financial 30.65%
Healthcare 8.72%
Services 17.78%
Technology 12.58%
Transportation 3.58%
Utilities 1%

109 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
CALIFORNIA RES CORP COM -18 Sold Out 0
CDK GLOBAL INC COM -269 Sold Out 0
HALYARD HEALTH INC COM -24 Sold Out 0
ISHARES INC CORE MSCI EMKT -336 Sold Out 0
VANGUARD INDEX FDS 500 PORTFOLIO -1,361 Sold Out 0
TECOGEN INC NEW COM NEW 94 94 New 20,000
CENTURYLINK INC COM 194 New 5,356
QUALCOMM INC COM 216 New 3,160
AIR PRODS & CHEMS INC COM 220 220 New 1,500
AMGEN INC COM 221 -48 (17.86) 1,380
US BANCORP DEL COM NEW 231 New 5,390
GENUINE PARTS CO COM 232 New 2,540
AGL RES INC COM 234 New 4,634
SOUTHERN CO COM 241 New 5,370
ILLINOIS TOOL WKS INC COM 245 New 2,580
DANAHER CORP DEL COM 248 New 3,000
V F CORP COM 249 New 3,460
VERIZON COMMUNICATIONS INC COM 260 -1 (0.52) 5,161
BOEING CO COM 260 New 1,800
CATERPILLAR INC DEL COM 268 48 21.90 3,062