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
$435M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$4.96M
3
+$3.49M
4
AA icon
Alcoa
AA
+$3.2M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.12M

Top Sells

1
+$3.15M
2
+$2.63M
3
+$2.5M
4
LYB icon
LyondellBasell Industries
LYB
+$2.47M
5
JPM icon
JPMorgan Chase
JPM
+$2.27M

Sector Composition

1 Financials 15.48%
2 Healthcare 13.98%
3 Technology 8.22%
4 Consumer Discretionary 6.14%
5 Industrials 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.13M 0.95%
40,002
-1,262
27
$4.11M 0.95%
51,166
+5,227
28
$3.98M 0.92%
419,488
+224,260
29
$3.96M 0.91%
99,646
-2,784
30
$3.71M 0.85%
34,284
+5,153
31
$3.65M 0.84%
15,461
-427
32
$3.62M 0.83%
57,026
-5,537
33
$3.58M 0.82%
248,205
-48,495
34
$3.56M 0.82%
67,752
-11,062
35
$3.54M 0.82%
40,772
-2,903
36
$3.51M 0.81%
126,787
+8,082
37
$3.49M 0.8%
+54,515
38
$3.48M 0.8%
24,768
-630
39
$3.43M 0.79%
53,895
-2,139
40
$3.29M 0.76%
28,459
-692
41
$3.22M 0.74%
59,260
+5,888
42
$3.2M 0.74%
+102,920
43
$3.12M 0.72%
+15,115
44
$3.06M 0.7%
23,647
+7,897
45
$3.05M 0.7%
+57,280
46
$3.04M 0.7%
42,674
-358
47
$3.03M 0.7%
47,030
-4,650
48
$3.01M 0.69%
186,710
+26,635
49
$3.01M 0.69%
+40,009
50
$2.91M 0.67%
88,271
-5,996
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