BCM

BTC Capital Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 19.83%
This Quarter Est. Return
1 Year Est. Return
+19.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$838M
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$3.88M
2
+$3.56M
3
+$3.38M
4
PLD icon
Prologis
PLD
+$3.29M
5
HD icon
Home Depot
HD
+$3.25M

Top Sells

1
+$4.52M
2
+$4.36M
3
+$4.22M
4
HR icon
Healthcare Realty
HR
+$4M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$3.46M

Sector Composition

1 Technology 16.28%
2 Financials 12.57%
3 Healthcare 10.66%
4 Communication Services 7.2%
5 Consumer Staples 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
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-10,758
227
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-25,144
228
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-27,302
229
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-5,895
230
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-13,614
231
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-12,913
232
– –
-31,030
233
– –
-11,417
234
– –
-18,894
235
– –
-13,348
6 7 8 9
10