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
$423M
AUM Growth
-$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$1.71M
3
+$1.38M
4
MAC icon
Macerich
MAC
+$1.38M
5
STI
SunTrust Banks, Inc.
STI
+$785K

Top Sells

1
+$37.3M
2
+$29.5M
3
+$22.6M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$16.8M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$14.3M

Sector Composition

1 Financials 21.24%
2 Technology 16.3%
3 Healthcare 14.42%
4 Consumer Discretionary 10.89%
5 Industrials 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.39M 1.28%
156,641
-370
27
$5.12M 1.21%
76,357
+8,098
28
$5.07M 1.2%
64,201
-1,439
29
$4.99M 1.18%
24,101
-662
30
$4.76M 1.13%
137,292
-7,529
31
$4.71M 1.11%
102,010
+3,676
32
$4.68M 1.11%
53,557
-431
33
$4.67M 1.11%
118,608
+697
34
$4.63M 1.1%
323,367
35
$4.6M 1.09%
81,280
-1,120
36
$4.49M 1.06%
41,269
+12,654
37
$4.41M 1.04%
59,594
-75
38
$4.4M 1.04%
29,177
-651
39
$4.37M 1.03%
39,698
-1,307
40
$4.32M 1.02%
115,326
+4,463
41
$4.29M 1.02%
17,509
-326
42
$4.27M 1.01%
78,909
-486
43
$4.25M 1%
17,427
+856
44
$4.22M 1%
44,138
+3,470
45
$4.18M 0.99%
49,417
+4,456
46
$4.09M 0.97%
168,600
+2,390
47
$4.03M 0.95%
70,270
+10,847
48
$4.01M 0.95%
43,950
-965
49
$3.99M 0.94%
46,777
+193
50
$3.99M 0.94%
20,560
+86
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