BCM

BTC Capital Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 19.83%
This Quarter Est. Return
1 Year Est. Return
+19.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$611M
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$3.47M
3
+$3.46M
4
ADBE icon
Adobe
ADBE
+$3.13M
5
FDX icon
FedEx
FDX
+$3.12M

Top Sells

1
+$3.37M
2
+$2.85M
3
+$2.36M
4
COP icon
ConocoPhillips
COP
+$2.05M
5
BLK icon
Blackrock
BLK
+$1.9M

Sector Composition

1 Financials 15.51%
2 Technology 11.52%
3 Healthcare 10.27%
4 Consumer Discretionary 6.81%
5 Industrials 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.99M 0.65%
79,395
+1,975
52
$3.96M 0.65%
86,393
+18,560
53
$3.92M 0.64%
166,210
-2,500
54
$3.9M 0.64%
59,423
+14,823
55
$3.89M 0.64%
46,584
-2,517
56
$3.88M 0.64%
53,905
+641
57
$3.81M 0.62%
17,835
+2,823
58
$3.69M 0.6%
224,400
+48,765
59
$3.67M 0.6%
68,062
+3,186
60
$3.67M 0.6%
25,248
-8,310
61
$3.65M 0.6%
61,462
-34,490
62
$3.58M 0.59%
16,571
+14,491
63
$3.57M 0.58%
40,668
-9,380
64
$3.51M 0.57%
44,961
-5,461
65
$3.49M 0.57%
171,820
-40,670
66
$3.47M 0.57%
47,874
+34,334
67
$3.46M 0.57%
+71,647
68
$3.41M 0.56%
86,528
+12,866
69
$3.27M 0.54%
110,818
+1,781
70
$3.27M 0.53%
20,474
+97
71
$3.22M 0.53%
62,452
+37,296
72
$3.19M 0.52%
62,887
+21,010
73
$3.12M 0.51%
28,615
+5,069
74
$3.12M 0.51%
+12,999
75
$3.1M 0.51%
25,865
+6,347
1 2
3
4 5