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
$276M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$3.03M
3
+$2.74M
4
DKS icon
Dick's Sporting Goods
DKS
+$2.63M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.19M

Top Sells

1
+$1.23M
2
+$551K
3
+$530K
4
PFE icon
Pfizer
PFE
+$278K
5
SJM icon
J.M. Smucker
SJM
+$209K

Sector Composition

1 Financials 14.42%
2 Industrials 13.44%
3 Healthcare 12.06%
4 Consumer Staples 9.25%
5 Technology 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.75M 1.36%
77,102
+22,055
27
$3.59M 1.3%
32,050
-11,000
28
$3.58M 1.3%
41,655
+300
29
$2.78M 1.01%
102,009
-10,207
30
$2.31M 0.84%
93,105
+1,225
31
$2.31M 0.83%
46,188
+560
32
$2.21M 0.8%
29,295
-2,000
33
$2.05M 0.74%
43,075
-1,100
34
$1.65M 0.6%
24,312
-754
35
$1.62M 0.59%
25,859
-500
36
$1.6M 0.58%
42,233
+325
37
$1.6M 0.58%
34,317
-393
38
$1.55M 0.56%
27,939
-53
39
$1.55M 0.56%
24,050
+425
40
$1.52M 0.55%
41,558
+500
41
$1.48M 0.54%
29,348
-275
42
$1.46M 0.53%
15,213
43
$1.45M 0.53%
12,349
-525
44
$1.43M 0.52%
27,623
-75
45
$1.43M 0.52%
30,529
+75
46
$1.29M 0.47%
16,250
+400
47
$1.12M 0.4%
18,440
+350
48
$929K 0.34%
11,134
+300
49
$884K 0.32%
92,704
50
$872K 0.32%
26,291
-2,650
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