BOLTWOOD CAPITAL Overview

Boltwood Capital Management is an investment advisor that manages 481.1 MM dollars in regulatory AUM and has 4 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/12 to 09/30/16. The fund's latest filing disclosed 125MM in positions, representing 26% of the manager's regulatory AUM.

BOLTWOOD CAPITAL StockAlpha

-1.2%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

BOLTWOOD CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
PFE 8.49% Health -5.89% -0.12% 0 34%
VEU 4.25% ETF -2.58% -0.22% 0 2%
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FEATURED IN
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BOLTWOOD CAPITAL Founders and Key Employees

Name Title In Position Since
Thomas L. Abbott President, Treasurer & Chief Compliance Officer November-2007
Michael J. Hartell Chairman May-2007
Michael J. Stock Secretary March-2013

BOLTWOOD CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

BOLTWOOD CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss........................................4
A. Methods of Analysis ...........................................................................................................4
B. Investment Strategies ..........................................................................................................4
C. Risk of Loss ........................................................................................................................4
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BOLTWOOD CAPITAL Portfolio Concentration

BOLTWOOD CAPITAL Location

100 PRINGLE AVENUE
SUITE 770
WALNUT CREEK, California
UNITED STATES, 94596

BOLTWOOD CAPITAL Contact Information

Phone Number: 415-433-1550
Fax Number: 415-433-2537
Website:

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