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
$878M
AUM Growth
-$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$9.14M
2
+$5.61M
3
+$3.76M
4
CMI icon
Cummins
CMI
+$1.04M
5
HD icon
Home Depot
HD
+$639K

Top Sells

1
+$12.9M
2
+$6.56M
3
+$4.12M
4
FSLR icon
First Solar
FSLR
+$4.11M
5
AAPL icon
Apple
AAPL
+$3.46M

Sector Composition

1 Technology 16.39%
2 Financials 11.8%
3 Healthcare 10.44%
4 Communication Services 6.71%
5 Consumer Discretionary 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.2M 1.16%
81,639
-4,207
27
$10M 1.14%
28,753
-4,854
28
$9.97M 1.14%
19,715
-5,663
29
$9.65M 1.1%
181,724
-20,401
30
$9.64M 1.1%
16,436
-2,720
31
$9.6M 1.09%
64,696
-2,229
32
$9.34M 1.06%
143,570
-19,620
33
$8.66M 0.99%
63,039
-254
34
$8.54M 0.97%
116,399
-4,425
35
$8.04M 0.92%
33,757
-2,842
36
$7.68M 0.87%
19,207
-2,495
37
$7.32M 0.83%
30,148
-6,094
38
$7.27M 0.83%
38,987
-2,076
39
$6.91M 0.79%
265,752
+5,680
40
$6.91M 0.79%
183,075
-6,570
41
$6.51M 0.74%
54,812
-2,206
42
$6.32M 0.72%
315,480
-13,920
43
$6.29M 0.72%
65,042
-2,942
44
$6.08M 0.69%
25,995
-3,612
45
$6.08M 0.69%
28,139
-2,044
46
$5.94M 0.68%
21,994
-2,193
47
$5.89M 0.67%
55,119
+219
48
$5.79M 0.66%
86,255
-12,681
49
$5.78M 0.66%
37,451
-1,001
50
$5.72M 0.65%
13,361
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