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
$423M
AUM Growth
-$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$1.71M
3
+$1.38M
4
MAC icon
Macerich
MAC
+$1.38M
5
STI
SunTrust Banks, Inc.
STI
+$785K

Top Sells

1
+$37.3M
2
+$29.5M
3
+$22.6M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$16.8M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$14.3M

Sector Composition

1 Financials 21.24%
2 Technology 16.3%
3 Healthcare 14.42%
4 Consumer Discretionary 10.89%
5 Industrials 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.81M 0.9%
87,306
+913
52
$3.79M 0.9%
68,102
-18,195
53
$3.78M 0.89%
27,044
-253
54
$3.75M 0.89%
53,206
-699
55
$3.61M 0.85%
49,032
+1,158
56
$3.61M 0.85%
25,111
-137
57
$3.54M 0.84%
50,973
-10,489
58
$3.54M 0.84%
87,726
+1,198
59
$3.52M 0.83%
193,425
-30,975
60
$3.51M 0.83%
77,885
+6,238
61
$3.33M 0.79%
57,570
-910
62
$3.32M 0.78%
69,899
+1,837
63
$3.28M 0.78%
114,171
+3,353
64
$3.2M 0.76%
14,074
+1,075
65
$3.16M 0.75%
36,908
+96
66
$2.88M 0.68%
166,350
-5,470
67
$2.77M 0.65%
43,826
-41
68
$2.68M 0.63%
106,519
69
$2.65M 0.63%
18,511
+11,955
70
$2.56M 0.61%
52,476
+4,683
71
$2.37M 0.56%
176,627
-3,570
72
$2.25M 0.53%
28,344
+448
73
$2.22M 0.53%
32,563
-982
74
$2.19M 0.52%
79,933
+2,814
75
$2.16M 0.51%
65,975
+1,104
1 2
3
4 5