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
$838M
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$3.88M
2
+$3.56M
3
+$3.38M
4
PLD icon
Prologis
PLD
+$3.29M
5
HD icon
Home Depot
HD
+$3.25M

Top Sells

1
+$4.52M
2
+$4.36M
3
+$4.22M
4
HR icon
Healthcare Realty
HR
+$4M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$3.46M

Sector Composition

1 Technology 16.28%
2 Financials 12.57%
3 Healthcare 10.66%
4 Communication Services 7.2%
5 Consumer Staples 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.33M 1.11%
79,622
+11,921
27
$9.03M 1.08%
106,879
-1,799
28
$8.94M 1.07%
17,741
-48
29
$8.43M 1.01%
30,895
+356
30
$8.38M 1%
56,469
+10,204
31
$8.32M 0.99%
185,970
+17,301
32
$7.49M 0.89%
158,440
-7,760
33
$7.36M 0.88%
44,521
+651
34
$7.16M 0.85%
121,808
-9,631
35
$7.13M 0.85%
59,976
+244
36
$7.09M 0.85%
20,214
+956
37
$7.07M 0.84%
40,051
+14,538
38
$6.97M 0.83%
29,351
+16,336
39
$6.93M 0.83%
63,168
+2,604
40
$6.86M 0.82%
111,142
-23,820
41
$6.71M 0.8%
34,071
-305
42
$6.48M 0.77%
65,586
+2,266
43
$6.36M 0.76%
25,012
+491
44
$6.2M 0.74%
79,409
+2,381
45
$6.17M 0.74%
53,491
-559
46
$6.13M 0.73%
28,066
+923
47
$6.01M 0.72%
28,524
-2,380
48
$5.82M 0.69%
51,154
+634
49
$5.8M 0.69%
58,264
+33,047
50
$5.69M 0.68%
21,361
-127
1
2
3 4 5