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
76
$354K 0.13%
4,035
+200
77
$334K 0.12%
3,349
78
$311K 0.11%
4,000
+200
79
$309K 0.11%
9,300
-1,150
80
$272K 0.1%
3,048
81
$259K 0.09%
3,600
82
$246K 0.09%
6,600
83
$232K 0.08%
+6,459
84
$214K 0.08%
2,000
85
$206K 0.07%
3,227
-200
86
$197K 0.07%
+10,000
87
$176K 0.06%
12,747
88
– –
-2,027
1 2 3
4