BCM

Boltwood Capital Management Portfolio holdings

AUM $376M
1-Year Est. Return 12.46%
This Quarter Est. Return
1 Year Est. Return
+12.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$243M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$14.5M
3
+$12.7M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$11.3M
5
CVX icon
Chevron
CVX
+$9.59M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.75%
2 Industrials 11.93%
3 Healthcare 11.74%
4 Consumer Staples 11.12%
5 Technology 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.35M 1.38%
+155,500
27
$2.98M 1.23%
+112,216
28
$2.43M 1%
+55,047
29
$2.34M 0.96%
+31,295
30
$2.12M 0.87%
+91,880
31
$2.06M 0.85%
+45,628
32
$2.05M 0.85%
+24,500
33
$1.81M 0.74%
+44,175
34
$1.68M 0.69%
+41,908
35
$1.53M 0.63%
+30,454
36
$1.51M 0.62%
+15,213
37
$1.5M 0.62%
+26,359
38
$1.49M 0.61%
+23,625
39
$1.48M 0.61%
+41,058
40
$1.48M 0.61%
+34,710
41
$1.47M 0.6%
+25,066
42
$1.46M 0.6%
+27,698
43
$1.43M 0.59%
+29,623
44
$1.4M 0.57%
+27,992
45
$1.32M 0.54%
+12,874
46
$1.3M 0.53%
+15,850
47
$1.04M 0.43%
+92,704
48
$1.02M 0.42%
+18,090
49
$894K 0.37%
+10,834
50
$889K 0.37%
+28,941
1
2
3 4