BTCPP

Border to Coast Pensions Partnership Portfolio holdings

AUM $5.45B
1-Year Est. Return 20.51%
This Quarter Est. Return
1 Year Est. Return
+20.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.76B
AUM Growth
-$223M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$48.3M
2
+$16.4M
3
+$6.71M
4
KVUE icon
Kenvue
KVUE
+$2.66M
5
UBS icon
UBS Group
UBS
+$1.34M

Top Sells

1
+$26M
2
+$17.9M
3
+$15.2M
4
MPW icon
Medical Properties Trust
MPW
+$11.1M
5
MSFT icon
Microsoft
MSFT
+$10.9M

Sector Composition

1 Technology 24.26%
2 Financials 14.17%
3 Healthcare 10.22%
4 Consumer Discretionary 7.81%
5 Real Estate 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.71M 0.23%
82,696
-39,302
77
$8.37M 0.22%
384,247
-150,000
78
$7.23M 0.19%
735,321
-25,400
79
$6.2M 0.17%
374,837
-150,000
80
$2.66M 0.07%
+132,486
81
– –
-376,284
82
– –
-96,650
83
– –
-316,867
84
– –
-1,200,000
85
– –
-201,304
1 2 3
4