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
$4.1B
AUM Growth
+$339M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$34.5M
2
+$5.57M
3
+$5.3M
4
STZ icon
Constellation Brands
STZ
+$5.2M
5
MSFT icon
Microsoft
MSFT
+$4.7M

Top Sells

1
+$41.1M
2
+$27.9M
3
+$20.8M
4
CRH icon
CRH
CRH
+$16.4M
5
WELL icon
Welltower
WELL
+$9.02M

Sector Composition

1 Technology 24.91%
2 Financials 14.91%
3 Healthcare 9.83%
4 Consumer Discretionary 8.42%
5 Real Estate 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.17M 0.2%
384,247
77
$6.25M 0.15%
374,837
78
$4.29M 0.1%
+52,106
79
$2.85M 0.07%
132,486
80
– –
-298,184
81
– –
-290,000
82
– –
-82,696
1 2 3
4