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
$626M
AUM Growth
+$8.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$4.83M
2
+$4.78M
3
+$4.25M
4
DIS icon
Walt Disney
DIS
+$3.68M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.47M

Top Sells

1
+$8.5M
2
+$5.01M
3
+$3.91M
4
AES icon
AES
AES
+$3.45M
5
LOW icon
Lowe's Companies
LOW
+$3.37M

Sector Composition

1 Financials 13.3%
2 Technology 12%
3 Healthcare 10.31%
4 Communication Services 6.64%
5 Consumer Staples 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.39M 0.7%
117,467
+1,712
52
$4.35M 0.69%
39,573
+719
53
$4.3M 0.69%
84,842
-464
54
$4.25M 0.68%
+26,770
55
$4.25M 0.68%
107,446
+2,469
56
$4.18M 0.67%
38,507
+824
57
$4.05M 0.65%
110,667
+2,601
58
$4.01M 0.64%
32,278
-1,013
59
$4M 0.64%
56,728
-383
60
$3.9M 0.62%
17,923
+296
61
$3.84M 0.61%
85,077
+2,135
62
$3.73M 0.6%
21,720
+131
63
$3.73M 0.6%
46,983
+1,316
64
$3.71M 0.59%
108,945
-372
65
$3.68M 0.59%
11,440
+1,572
66
$3.56M 0.57%
40,379
+232
67
$3.45M 0.55%
54,386
+3,343
68
$3.41M 0.54%
17,102
-1,018
69
$3.33M 0.53%
22,621
+968
70
$3.2M 0.51%
88,215
+5,199
71
$3.2M 0.51%
76,641
+1,743
72
$3.19M 0.51%
21,863
+712
73
$3.15M 0.5%
73,796
+2,670
74
$3.12M 0.5%
91,589
+2,885
75
$2.99M 0.48%
39,508
-1,459
1 2
3
4 5