BCM

Boltwood Capital Management Portfolio holdings

AUM $376M
1-Year Est. Return 12.48%
This Quarter Est. Return
1 Year Est. Return
+12.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$350M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$5.99M
3
+$4.08M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.43M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.19M

Top Sells

1
+$10.4M
2
+$8.34M
3
+$1.84M
4
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$1.41M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$133K

Sector Composition

1 Industrials 13.98%
2 Technology 12.85%
3 Financials 12.56%
4 Healthcare 9.39%
5 Consumer Staples 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.27M 0.36%
13,513
52
$1.23M 0.35%
13,925
+400
53
$1.12M 0.32%
19,526
+150
54
$1.07M 0.31%
22,125
+125
55
$1.01M 0.29%
11,034
56
$996K 0.28%
45,856
+85
57
$955K 0.27%
9,009
+43
58
$952K 0.27%
13,503
+74
59
$932K 0.27%
20,550
+37
60
$888K 0.25%
16,646
+225
61
$865K 0.25%
13,198
+100
62
$827K 0.24%
10,525
+75
63
$773K 0.22%
5,147
64
$754K 0.22%
11,520
65
$747K 0.21%
12,275
66
$735K 0.21%
18,700
-50
67
$711K 0.2%
19,465
68
$710K 0.2%
12,550
+100
69
$708K 0.2%
14,992
+75
70
$708K 0.2%
14,565
-35
71
$660K 0.19%
23,900
-180
72
$654K 0.19%
+7,105
73
$646K 0.18%
25,454
74
$615K 0.18%
+11,675
75
$584K 0.17%
3,811
-441
1 2
3
4