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
$430M
AUM Growth
-$4.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$3.06M
3
+$2.52M
4
VLO icon
Valero Energy
VLO
+$2.37M
5
CAT icon
Caterpillar
CAT
+$2.26M

Top Sells

1
+$4.36M
2
+$3.2M
3
+$3.12M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.07M
5
BMY icon
Bristol-Myers Squibb
BMY
+$3.03M

Sector Composition

1 Financials 16.17%
2 Healthcare 14.33%
3 Technology 8.94%
4 Consumer Discretionary 6.7%
5 Industrials 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.96M 0.69%
23,243
+1,071
52
$2.79M 0.65%
9,191
-582
53
$2.76M 0.64%
33,865
+3,812
54
$2.74M 0.64%
19,340
+127
55
$2.73M 0.63%
103,234
-1,892
56
$2.72M 0.63%
18,346
+2,886
57
$2.72M 0.63%
48,480
+429
58
$2.72M 0.63%
47,291
+2,027
59
$2.69M 0.62%
41,452
-1,222
60
$2.67M 0.62%
87,679
+4,917
61
$2.67M 0.62%
36,034
+1,236
62
$2.65M 0.62%
25,418
-2,938
63
$2.63M 0.61%
37,691
+3,054
64
$2.6M 0.6%
31,035
+788
65
$2.56M 0.6%
60,276
-2,516
66
$2.56M 0.6%
89,162
+15,992
67
$2.54M 0.59%
50,989
-54,567
68
$2.54M 0.59%
32,517
-28,993
69
$2.54M 0.59%
50,150
+608
70
$2.54M 0.59%
68,796
+6,411
71
$2.52M 0.59%
+57,630
72
$2.51M 0.58%
47,962
-1,420
73
$2.44M 0.57%
39,746
-1,659
74
$2.4M 0.56%
41,585
+257
75
$2.36M 0.55%
60,066
+5,369
1 2
3
4 5