BCM

Boltwood Capital Management Portfolio holdings

AUM $392M
1-Year Est. Return 17.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
+$4.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$1.1M
2 +$1.04M
3 +$832K
4
JWN
Nordstrom
JWN
+$809K
5
MCK icon
McKesson
MCK
+$660K

Top Sells

1 +$1.2M
2 +$764K
3 +$688K
4
CME icon
CME Group
CME
+$650K
5
PFE icon
Pfizer
PFE
+$321K

Sector Composition

1 Healthcare 17.09%
2 Financials 10.66%
3 Technology 10.01%
4 Energy 7.41%
5 Consumer Staples 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-18,326
102
-2,299