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
$654M
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$3.17M
3
+$2.94M
4
LOW icon
Lowe's Companies
LOW
+$2.87M
5
C icon
Citigroup
C
+$2.56M

Top Sells

1
+$4.15M
2
+$3.51M
3
+$3.16M
4
ROST icon
Ross Stores
ROST
+$2.97M
5
LYB icon
LyondellBasell Industries
LYB
+$2.83M

Sector Composition

1 Technology 16.18%
2 Financials 11.55%
3 Healthcare 11.24%
4 Communication Services 7.42%
5 Consumer Staples 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.74M 1.18%
25,146
+4,492
27
$7.62M 1.17%
17,490
+422
28
$7.49M 1.14%
155,032
+29,049
29
$7.49M 1.14%
13,763
+828
30
$7.45M 1.14%
159,573
+12,318
31
$7.03M 1.07%
127,363
+7,052
32
$6.76M 1.03%
254,561
+91,368
33
$6.75M 1.03%
29,737
+4,476
34
$6.44M 0.99%
107,682
-3,094
35
$6.38M 0.98%
124,928
+50,120
36
$6.07M 0.93%
31,853
+2,332
37
$5.99M 0.92%
45,329
+1,761
38
$5.96M 0.91%
59,899
+3,353
39
$5.89M 0.9%
64,298
+7,622
40
$5.74M 0.88%
41,910
+2,258
41
$5.74M 0.88%
168,733
+26,878
42
$5.73M 0.88%
59,094
-1,606
43
$5.47M 0.84%
34,935
-2,703
44
$5.31M 0.81%
20,553
-3,621
45
$5.3M 0.81%
71,812
+6,396
46
$5.26M 0.8%
17,799
+3,291
47
$5.16M 0.79%
23,801
+11,697
48
$4.98M 0.76%
25,754
+5,260
49
$4.83M 0.74%
52,775
+1,149
50
$4.72M 0.72%
168,045
+5,085
1
2
3 4 5