BCM

BTC Capital Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 19.83%
This Quarter Est. Return
1 Year Est. Return
+19.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$611M
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$3.47M
3
+$3.46M
4
ADBE icon
Adobe
ADBE
+$3.13M
5
FDX icon
FedEx
FDX
+$3.12M

Top Sells

1
+$3.37M
2
+$2.85M
3
+$2.36M
4
COP icon
ConocoPhillips
COP
+$2.05M
5
BLK icon
Blackrock
BLK
+$1.9M

Sector Composition

1 Financials 15.51%
2 Technology 11.52%
3 Healthcare 10.27%
4 Consumer Discretionary 6.81%
5 Industrials 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.03M 0.99%
64,974
-4,754
27
$5.57M 0.91%
53,880
+2,359
28
$5.47M 0.9%
323,367
+286,687
29
$5.47M 0.9%
98,334
-5,749
30
$5.34M 0.87%
85,931
+33
31
$5.29M 0.86%
157,011
+19,194
32
$5.28M 0.86%
65,640
-3,795
33
$5.26M 0.86%
77,331
+42,022
34
$5.25M 0.86%
63,934
-12,907
35
$5.18M 0.85%
69,408
+17,857
36
$5.12M 0.84%
24,763
-3,402
37
$5.1M 0.83%
53,941
-7,014
38
$5.1M 0.83%
144,821
+2,044
39
$4.91M 0.8%
31,827
+2,040
40
$4.68M 0.77%
53,988
+1,533
41
$4.64M 0.76%
36,107
+1,492
42
$4.48M 0.73%
110,863
-4,786
43
$4.43M 0.73%
68,259
+9,101
44
$4.28M 0.7%
117,911
+16,093
45
$4.26M 0.7%
59,669
+7,073
46
$4.26M 0.7%
44,915
-1,000
47
$4.25M 0.7%
82,400
-31,240
48
$4.11M 0.67%
41,005
-3,971
49
$4.04M 0.66%
29,828
-3,120
50
$4.04M 0.66%
27,297
+478
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