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
$427M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$2.84M
3
+$2.66M
4
WBA
Walgreens Boots Alliance
WBA
+$2.22M
5
LOW icon
Lowe's Companies
LOW
+$1.93M

Top Sells

1
+$9.63M
2
+$3.62M
3
+$2.66M
4
LAZ icon
Lazard
LAZ
+$2.59M
5
AGN
Allergan plc
AGN
+$2.57M

Sector Composition

1 Healthcare 17.14%
2 Financials 16.78%
3 Technology 10.45%
4 Consumer Discretionary 6.71%
5 Energy 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.31M 1.01%
93,351
+4,014
27
$4.3M 1.01%
79,089
+3,247
28
$4.22M 0.99%
41,540
-7,753
29
$4.08M 0.96%
27,904
+2,215
30
$4.02M 0.94%
74,762
+853
31
$3.97M 0.93%
+101,980
32
$3.88M 0.91%
95,998
+18,328
33
$3.81M 0.89%
43,535
-135
34
$3.8M 0.89%
53,440
+3,431
35
$3.68M 0.86%
217,845
-7,800
36
$3.68M 0.86%
19,349
-124
37
$3.68M 0.86%
45,158
-152
38
$3.67M 0.86%
61,219
-846
39
$3.65M 0.85%
38,403
+2,313
40
$3.65M 0.85%
258,706
+3,813
41
$3.59M 0.84%
29,714
+3,496
42
$3.59M 0.84%
96,035
+1,884
43
$3.54M 0.83%
29,568
+434
44
$3.51M 0.82%
15,916
-2,017
45
$3.41M 0.8%
98,716
+4,776
46
$3.4M 0.8%
22,794
+754
47
$3.34M 0.78%
109,058
+5,534
48
$3.29M 0.77%
71,318
+3,779
49
$3.28M 0.77%
73,148
+4,022
50
$3.23M 0.76%
53,958
+3,076
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