BCM
Boltwood Capital Management Portfolio holdings
AUM
$352M
1-Year Return
12.34%
This Quarter Return
+5.76%
1 Year Return
+12.34%
3 Year Return
+41.26%
5 Year Return
+73.13%
10 Year Return
+156.19%
AUM
$163M
AUM Growth
+$9.48M
(+6.2%)
Cap. Flow
+$2.07M
Cap. Flow
% of AUM
1.26%
Top 10 Holdings %
Top 10 Hldgs %
31.12%
Holding
125
New
7
Increased
47
Reduced
28
Closed
4
Top Buys
| 1 |
Bath & Body Works
BBWI
|
$989K |
| 2 |
Zimmer Biomet
ZBH
|
$861K |
| 3 |
SHPG
Shire pic
SHPG
|
$749K |
| 4 |
Costco
COST
|
$620K |
| 5 |
American Tower
AMT
|
$443K |
Top Sells
| 1 |
Danaher
DHR
|
$1.43M |
| 2 |
JWN
Nordstrom
JWN
|
$920K |
| 3 |
CVS Health
CVS
|
$696K |
| 4 |
CELG
Celgene Corp
CELG
|
$213K |
| 5 |
WBA
Walgreens Boots Alliance
WBA
|
$205K |
Sector Composition
| 1 | Healthcare | 13.57% |
| 2 | Financials | 12.01% |
| 3 | Technology | 10.88% |
| 4 | Energy | 6.49% |
| 5 | Consumer Staples | 6.1% |
