BCM

Boltwood Capital Management Portfolio holdings

AUM $376M
1-Year Est. Return 12.48%
This Quarter Est. Return
1 Year Est. Return
+12.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$241M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Sells

1 +$1.45M
2 +$844K
3 +$771K
4
ALXN
Alexion Pharmaceuticals
ALXN
+$455K
5
TROW icon
T. Rowe Price
TROW
+$312K

Sector Composition

1 Technology 10.97%
2 Financials 8.08%
3 Healthcare 6.08%
4 Communication Services 5.43%
5 Consumer Staples 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-2,975