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
$626M
AUM Growth
+$8.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$4.83M
2
+$4.78M
3
+$4.25M
4
DIS icon
Walt Disney
DIS
+$3.68M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.47M

Top Sells

1
+$8.5M
2
+$5.01M
3
+$3.91M
4
AES icon
AES
AES
+$3.45M
5
LOW icon
Lowe's Companies
LOW
+$3.37M

Sector Composition

1 Financials 13.3%
2 Technology 12%
3 Healthcare 10.31%
4 Communication Services 6.64%
5 Consumer Staples 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.69M 1.07%
135,317
+1,491
27
$6.68M 1.07%
97,219
+2,489
28
$6.67M 1.06%
61,371
+405
29
$6.41M 1.02%
16,854
+446
30
$6.39M 1.02%
74,978
+16,618
31
$6.23M 0.99%
120,800
+190
32
$6.05M 0.97%
54,203
-234
33
$6.01M 0.96%
20,659
+418
34
$5.95M 0.95%
215,520
+9,660
35
$5.92M 0.95%
43,144
-3,936
36
$5.77M 0.92%
55,714
+664
37
$5.76M 0.92%
12,942
+395
38
$5.41M 0.86%
189,243
-971
39
$5.18M 0.83%
23,376
+666
40
$5.15M 0.82%
41,353
+207
41
$5.09M 0.81%
63,253
+2,161
42
$4.95M 0.79%
31,876
+89
43
$4.83M 0.77%
+70,092
44
$4.76M 0.76%
17,233
+185
45
$4.71M 0.75%
80,288
+1,518
46
$4.68M 0.75%
50,707
+502
47
$4.66M 0.74%
175,485
+4,125
48
$4.57M 0.73%
25,668
+5,573
49
$4.44M 0.71%
34,642
-10,352
50
$4.43M 0.71%
49,475
-1,142
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