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
$581M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$2M
3
+$1.58M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.48M
5
VZ icon
Verizon
VZ
+$1.47M

Top Sells

1
+$7.26M
2
+$2.7M
3
+$1.79M
4
LUMN icon
Lumen
LUMN
+$1.7M
5
MDLZ icon
Mondelez International
MDLZ
+$1.29M

Sector Composition

1 Financials 14.06%
2 Technology 11.09%
3 Healthcare 10.52%
4 Industrials 7.05%
5 Consumer Discretionary 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.11M 0.71%
49,579
-87,506
52
$4.1M 0.71%
53,264
+1,603
53
$4.09M 0.7%
35,549
-804
54
$4.05M 0.7%
50,422
-1,152
55
$3.98M 0.69%
77,420
+1,832
56
$3.98M 0.69%
59,158
-7,512
57
$3.91M 0.67%
212,490
-5,700
58
$3.82M 0.66%
71,109
-2,014
59
$3.62M 0.62%
109,037
-27,979
60
$3.59M 0.62%
20,377
-580
61
$3.54M 0.61%
49,101
+564
62
$3.44M 0.59%
52,596
-2,360
63
$3.43M 0.59%
67,833
+5,430
64
$3.4M 0.59%
64,876
-1,310
65
$3.31M 0.57%
15,012
+274
66
$3.22M 0.55%
30,851
-1,497
67
$3.11M 0.54%
24,198
+744
68
$3M 0.52%
73,662
+15,682
69
$2.96M 0.51%
44,600
+20,241
70
$2.85M 0.49%
71,290
+1,123
71
$2.83M 0.49%
23,546
-891
72
$2.81M 0.48%
175,635
+1,080
73
$2.81M 0.48%
10,527
+1,300
74
$2.75M 0.47%
51,398
-1,663
75
$2.69M 0.46%
44,380
+1,281
1 2
3
4 5