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
76
$306K 0.13%
+3,349
77
$299K 0.12%
+21,140
78
$293K 0.12%
+3,800
79
$264K 0.11%
+3,600
80
$258K 0.11%
+3,048
81
$241K 0.1%
+6,600
82
$236K 0.1%
+3,427
83
$211K 0.09%
+2,000
84
$209K 0.09%
+2,027
85
$164K 0.07%
+12,747