BCM

Boltwood Capital Management Portfolio holdings

AUM $385M
1-Year Est. Return 17.53%
This Quarter Est. Return
1 Year Est. Return
+17.53%
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 Sells

1 +$1.2M
2 +$871K
3 +$688K
4
CME icon
CME Group
CME
+$687K
5
PFE icon
Pfizer
PFE
+$316K

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