BCM

BTC Capital Management Portfolio holdings

AUM $1.43B
1-Year Est. Return 24.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$878M
AUM Growth
-$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$9.07M
2
+$5.33M
3
+$3.75M
4
CMI icon
Cummins
CMI
+$1.09M
5
HD icon
Home Depot
HD
+$634K

Top Sells

1
+$12.6M
2
+$6.4M
3
+$4.11M
4
ING icon
ING
ING
+$4.08M
5
AAPL icon
Apple
AAPL
+$3.27M

Sector Composition

1 Technology 16.39%
2 Financials 11.8%
3 Healthcare 10.44%
4 Communication Services 6.71%
5 Consumer Discretionary 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
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227
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229
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-1,946
230
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-47,104
231
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-10,479
232
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-2,460
233
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-3,934
234
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-3,387
235
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-11,677
236
– –
-4,933
237
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-4,141
6 7 8 9
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