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
$435M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$4.96M
3
+$3.49M
4
AA icon
Alcoa
AA
+$3.2M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.12M

Top Sells

1
+$3.15M
2
+$2.63M
3
+$2.5M
4
LYB icon
LyondellBasell Industries
LYB
+$2.47M
5
JPM icon
JPMorgan Chase
JPM
+$2.27M

Sector Composition

1 Financials 15.48%
2 Healthcare 13.98%
3 Technology 8.22%
4 Consumer Discretionary 6.14%
5 Industrials 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.91M 0.67%
+9,773
52
$2.88M 0.66%
28,587
-281
53
$2.8M 0.64%
16,205
+1,986
54
$2.79M 0.64%
28,356
-5,750
55
$2.73M 0.63%
30,247
+64
56
$2.72M 0.63%
75,319
-3,730
57
$2.71M 0.62%
62,792
+1,428
58
$2.71M 0.62%
34,798
-2,055
59
$2.66M 0.61%
103,755
-14,987
60
$2.63M 0.61%
22,172
-119
61
$2.63M 0.6%
25,008
-1,237
62
$2.61M 0.6%
19,213
+372
63
$2.59M 0.6%
82,762
-1,818
64
$2.58M 0.59%
45,264
-587
65
$2.58M 0.59%
41,405
+243
66
$2.57M 0.59%
93,906
-2,499
67
$2.56M 0.59%
34,637
-831
68
$2.55M 0.59%
62,385
+1,767
69
$2.53M 0.58%
48,051
+2,340
70
$2.53M 0.58%
105,126
-4,272
71
$2.53M 0.58%
49,382
+1,770
72
$2.51M 0.58%
49,542
+2,021
73
$2.47M 0.57%
48,124
-169
74
$2.47M 0.57%
24,000
-468
75
$2.47M 0.57%
30,053
+6,890
1 2
3
4 5