BTCPP

Border to Coast Pensions Partnership Portfolio holdings

AUM $5.74B
1-Year Est. Return 21.6%
This Quarter Est. Return
1 Year Est. Return
+21.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.98B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$38.4M
2
+$35.6M
3
+$29.4M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$22M
5
STLA icon
Stellantis
STLA
+$19.3M

Top Sells

1
+$19M
2
+$18.7M
3
+$7.03M
4
MSFT icon
Microsoft
MSFT
+$6.81M
5
MPW icon
Medical Properties Trust
MPW
+$6.48M

Sector Composition

1 Technology 25.16%
2 Financials 13.75%
3 Healthcare 10.63%
4 Real Estate 8.29%
5 Consumer Discretionary 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$14.6M 0.37%
584,511
77
$13.3M 0.33%
242,455
78
$11.8M 0.3%
760,721
-203,195
79
$11.7M 0.29%
92,703
-14,000
80
$11.1M 0.28%
534,247
-200,000
81
$11.1M 0.28%
1,200,000
-700,000
82
$7.76M 0.19%
524,837
83
$7.38M 0.19%
201,304
84
– –
-117,482
1 2 3
4