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
76
$561K 0.16%
10,533
77
$527K 0.15%
6,507
-5
78
$525K 0.15%
6,300
-876
79
$519K 0.15%
11,521
80
$486K 0.14%
3,535
81
$430K 0.12%
5,435
+50
82
$429K 0.12%
3,600
83
$418K 0.12%
4,000
-200
84
$418K 0.12%
3,981
85
$309K 0.09%
3,600
86
$257K 0.07%
2,000
87
$238K 0.07%
2,299
88
$213K 0.06%
+2,797
89
$212K 0.06%
+3,600
90
$209K 0.06%
6,980
+30
91
$197K 0.06%
10,000
92
– –
-16,266
1 2 3
4