BCM
Boltwood Capital Management Portfolio holdings
AUM
$352M
1-Year Return
12.34%
This Quarter Return
-1.66%
1 Year Return
+12.34%
3 Year Return
+41.26%
5 Year Return
+73.13%
10 Year Return
+156.19%
AUM
$102M
AUM Growth
-$240M
(-70%)
Cap. Flow
-$235M
Cap. Flow
% of AUM
-231.35%
Top 10 Holdings %
Top 10 Hldgs %
38.52%
Holding
96
New
5
Increased
11
Reduced
55
Closed
16
Top Buys
| 1 |
Pfizer
PFE
|
$7.14M |
| 2 |
Microchip Technology
MCHP
|
$1.02M |
| 3 |
STJ
St Jude Medical
STJ
|
$979K |
| 4 |
Salesforce
CRM
|
$578K |
| 5 |
CELG
Celgene Corp
CELG
|
$515K |
Top Sells
| 1 |
Prologis
PLD
|
$20.6M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$17.4M |
| 3 |
Expeditors International
EXPD
|
$16.9M |
| 4 |
Martin Marietta Materials
MLM
|
$13.5M |
| 5 |
Wells Fargo
WFC
|
$13.3M |
Sector Composition
| 1 | Healthcare | 19.36% |
| 2 | Financials | 11.59% |
| 3 | Technology | 10.42% |
| 4 | Energy | 8.56% |
| 5 | Consumer Staples | 7.38% |
