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
$427M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$2.84M
3
+$2.66M
4
WBA
Walgreens Boots Alliance
WBA
+$2.22M
5
LOW icon
Lowe's Companies
LOW
+$1.93M

Top Sells

1
+$9.63M
2
+$3.62M
3
+$2.66M
4
LAZ icon
Lazard
LAZ
+$2.59M
5
AGN
Allergan plc
AGN
+$2.57M

Sector Composition

1 Healthcare 17.14%
2 Financials 16.78%
3 Technology 10.45%
4 Consumer Discretionary 6.71%
5 Energy 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.11M 0.73%
34,578
+2,267
52
$3.08M 0.72%
38,801
+2,239
53
$3.08M 0.72%
34,469
+2,050
54
$2.99M 0.7%
427,196
+13,048
55
$2.98M 0.7%
44,766
+1,739
56
$2.96M 0.69%
109,160
+6,818
57
$2.96M 0.69%
21,567
+1,355
58
$2.94M 0.69%
30,412
+2,811
59
$2.87M 0.67%
37,414
-1,472
60
$2.85M 0.67%
33,632
+1,814
61
$2.84M 0.66%
45,674
+2,661
62
$2.81M 0.66%
45,017
-1,884
63
$2.72M 0.64%
37,394
+2,187
64
$2.69M 0.63%
44,336
-2,377
65
$2.67M 0.63%
69,076
+4,629
66
$2.66M 0.62%
+83,813
67
$2.62M 0.61%
65,364
-536
68
$2.58M 0.6%
33,560
+3,545
69
$2.52M 0.59%
54,031
+2,969
70
$2.5M 0.58%
76,107
-202
71
$2.49M 0.58%
172,010
+15,620
72
$2.45M 0.57%
45,651
+2,944
73
$2.42M 0.57%
56,339
+3,384
74
$2.38M 0.56%
69,978
+3,529
75
$2.33M 0.55%
77,568
-4,026
1 2
3
4 5