BCM
Boltwood Capital Management Portfolio holdings
AUM
$352M
1-Year Return
12.34%
This Quarter Return
+4.31%
1 Year Return
+12.34%
3 Year Return
+41.26%
5 Year Return
+73.13%
10 Year Return
+156.19%
AUM
$339M
AUM Growth
+$21M
(+6.6%)
Cap. Flow
+$8.43M
Cap. Flow
% of AUM
2.49%
Top 10 Holdings %
Top 10 Hldgs %
42.73%
Holding
91
New
5
Increased
50
Reduced
15
Closed
1
Top Buys
| 1 |
Bristol-Myers Squibb
BMY
|
+$2.19M |
| 2 |
Teradata
TDC
|
+$1.77M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
+$649K |
| 4 |
Procter & Gamble
PG
|
+$551K |
| 5 |
Exxon Mobil
XOM
|
+$418K |
Top Sells
| 1 |
Charles Schwab
SCHW
|
+$1.04M |
| 2 |
Merck
MRK
|
+$489K |
| 3 |
Alcoa
AA
|
+$357K |
| 4 |
BEAM
BEAM INC COM STK (DE)
BEAM
|
+$241K |
| 5 |
NE
Noble Corporation
NE
|
+$164K |
Sector Composition
| 1 | Financials | 14.23% |
| 2 | Healthcare | 12.4% |
| 3 | Industrials | 12.26% |
| 4 | Technology | 10.18% |
| 5 | Consumer Staples | 8.33% |
