BCM
Boltwood Capital Management Portfolio holdings
AUM
$352M
1-Year Return
12.34%
This Quarter Return
+0.81%
1 Year Return
+12.34%
3 Year Return
+41.26%
5 Year Return
+73.13%
10 Year Return
+156.19%
AUM
$341M
AUM Growth
-$9.18M
(-2.6%)
Cap. Flow
-$9.58M
Cap. Flow
% of AUM
-2.81%
Top 10 Holdings %
Top 10 Hldgs %
43.65%
Holding
93
New
2
Increased
12
Reduced
41
Closed
2
Top Buys
| 1 |
Caterpillar
CAT
|
+$800K |
| 2 |
Nucor
NUE
|
+$648K |
| 3 |
Moody's
MCO
|
+$201K |
| 4 |
PACCAR
PCAR
|
+$72.6K |
| 5 |
Danaher
DHR
|
+$61.6K |
Top Sells
| 1 |
HP
HPQ
|
+$7.65M |
| 2 |
Robert Half
RHI
|
+$1.37M |
| 3 |
DD
Du Pont De Nemours E I
DD
|
+$302K |
| 4 |
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
|
+$209K |
| 5 |
Materials Select Sector SPDR Fund
XLB
|
+$197K |
Sector Composition
| 1 | Industrials | 14.53% |
| 2 | Financials | 12.74% |
| 3 | Technology | 10.32% |
| 4 | Healthcare | 9.96% |
| 5 | Consumer Staples | 8.39% |
