BCM

BTC Capital Management Portfolio holdings

AUM $1.45B
1-Year Est. Return 23.12%
This Quarter Est. Return
1 Year Est. Return
+23.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$869M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1 +$5.02M
2 +$4.6M
3 +$2.81M
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$2.31M
5
BMY icon
Bristol-Myers Squibb
BMY
+$2.03M

Top Sells

1 +$4.28M
2 +$3.06M
3 +$2.6M
4
OVV icon
Ovintiv
OVV
+$2.59M
5
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$1.87M

Sector Composition

1 Technology 16.95%
2 Healthcare 10.51%
3 Financials 9.54%
4 Industrials 7.16%
5 Consumer Discretionary 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-5,347