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
$434M
AUM Growth
+$6.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$3.48M
3
+$3.26M
4
AMZN icon
Amazon
AMZN
+$2.09M
5
AWK icon
American Water Works
AWK
+$2.01M

Top Sells

1
+$4.45M
2
+$3.68M
3
+$3.59M
4
PII icon
Polaris
PII
+$2.08M
5
BHC icon
Bausch Health
BHC
+$2.02M

Sector Composition

1 Healthcare 16.61%
2 Financials 16.47%
3 Technology 11.1%
4 Consumer Discretionary 6.69%
5 Energy 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.23M 0.74%
39,209
+408
52
$3.18M 0.73%
112,914
+3,856
53
$3.12M 0.72%
96,173
-2,543
54
$3.11M 0.72%
37,890
+496
55
$3.09M 0.71%
65,541
-3,535
56
$3.01M 0.69%
44,591
-1,083
57
$2.9M 0.67%
127,182
+26,073
58
$2.88M 0.66%
45,119
+102
59
$2.88M 0.66%
34,414
+12,091
60
$2.86M 0.66%
21,761
+194
61
$2.85M 0.66%
70,713
+16,682
62
$2.81M 0.65%
44,554
+218
63
$2.81M 0.65%
44,362
-404
64
$2.79M 0.64%
37,327
-87
65
$2.78M 0.64%
33,941
-528
66
$2.74M 0.63%
68,157
-4,991
67
$2.67M 0.62%
34,960
+1,929
68
$2.63M 0.61%
76,231
+124
69
$2.57M 0.59%
102,689
+18,876
70
$2.52M 0.58%
32,398
-1,162
71
$2.44M 0.56%
47,982
+2,331
72
$2.4M 0.55%
61,215
+4,876
73
$2.31M 0.53%
77,820
+70,400
74
$2.29M 0.53%
56,252
-9,112
75
$2.27M 0.52%
22,821
+1,980
1 2
3
4 5