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
$434M
AUM Growth
+$6.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$3.48M
3
+$3.26M
4
AMZN icon
Amazon
AMZN
+$2.09M
5
AWK icon
American Water Works
AWK
+$2.01M

Top Sells

1
+$4.45M
2
+$3.68M
3
+$3.59M
4
PII icon
Polaris
PII
+$2.08M
5
BHC icon
Bausch Health
BHC
+$2.02M

Sector Composition

1 Healthcare 16.61%
2 Financials 16.47%
3 Technology 11.1%
4 Consumer Discretionary 6.69%
5 Energy 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.53M 1.04%
83,704
-9,647
27
$4.52M 1.04%
42,487
-483
28
$4.38M 1.01%
114,920
+12,940
29
$4.37M 1.01%
53,008
-596
30
$4.21M 0.97%
67,260
+6,041
31
$4.13M 0.95%
226,545
+8,700
32
$4.04M 0.93%
39,549
+9,137
33
$3.98M 0.92%
97,315
+1,317
34
$3.88M 0.89%
22,104
+6,188
35
$3.83M 0.88%
79,158
+69
36
$3.81M 0.88%
65,740
-9,022
37
$3.77M 0.87%
52,706
-734
38
$3.75M 0.87%
29,763
+49
39
$3.73M 0.86%
35,378
-3,025
40
$3.69M 0.85%
53,792
+10,257
41
$3.67M 0.85%
26,768
-1,136
42
$3.61M 0.83%
50,017
+4,859
43
$3.54M 0.82%
35,362
+5,794
44
$3.54M 0.82%
262,286
+3,580
45
$3.48M 0.8%
+68,956
46
$3.45M 0.8%
434,400
+7,204
47
$3.41M 0.79%
119,974
+10,814
48
$3.36M 0.78%
22,057
-737
49
$3.28M 0.76%
39,459
+5,827
50
$3.27M 0.75%
74,607
+3,289
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