C M BIDWELL & Overview

C M Bidwell & Associates Ltd is an investment advisor that manages 485.5 MM dollars in regulatory AUM and has 5 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to . The fund's latest filing disclosed 153MM in positions, representing 31% of the manager's regulatory AUM.

C M BIDWELL & StockAlpha

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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
EBIDTA Margin Debt/Assets Hedge Fund Crowding

C M BIDWELL & Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VOO 5.12% ETF -8.55% -0% 0 0%
IWB 5.04% ETF -8.87% -0.01% 0 0%
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C M BIDWELL & Founders and Key Employees

Name Title In Position Since
Clinton M. Bidwell Chairman Of The Board January-1979
Debra Chun Sr. V.P./Secretary April-1998
Gregory Bidwell Director September-1982
Hilary A. Bidwell Director June-1984
Niall M. Kilcommons President/Chief Compliance Officer/Treasurer August-2004
Clinton M. Bidwell Director August-2004
Berkeley J. Bidwell Director July-2006
Brett C. Bidwell Director / Sr. Vice President March-2012

C M BIDWELL & Brokers, Custodians, Auditors and Administrators

Type Company

C M BIDWELL & Investment Strategy

Item 8. Methods of Analysis, Investment Strategies and
Risk of Loss
The investment of assets in equity and fixed income securities, including investments in diversified funds is risky. The value of an investment may decrease as well as increase and clients may lose the full amount initially

invested. Investments in individual securities should be considered based on the suitability of strategies in relation to return objectives, risk tolerances and other investments.

Equity Securities - CMBA manages equity securities in three broad strategies, all on a long only basis. The strategies are Large Cap, Small Cap and All Cap. The differentiation between the strategies is the universe of stocks that the strategies select from, based on market capitalization
size. The equity portfolios are actively managed with the goal of having positive differential performance versus the universe of stocks and the representative benchmark index. Thus the nu...
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C M BIDWELL & Portfolio Concentration

C M BIDWELL & Location

C M BIDWELL & Contact Information

Phone Number: 808-595-1099
Fax Number: 808-595-1091



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