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
$702M
AUM Growth
+$75.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$4.26M
3
+$2.69M
4
CHE icon
Chemed
CHE
+$2.69M
5
ING icon
ING
ING
+$1.67M

Top Sells

1
+$6.68M
2
+$3.87M
3
+$1.67M
4
HON icon
Honeywell
HON
+$955K
5
FI icon
Fiserv
FI
+$894K

Sector Composition

1 Technology 13.02%
2 Financials 12.85%
3 Healthcare 10.77%
4 Communication Services 6.43%
5 Consumer Discretionary 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.88M 0.69%
52,741
+2,034
52
$4.87M 0.69%
404,092
+138,559
53
$4.87M 0.69%
125,454
+14,787
54
$4.85M 0.69%
81,076
+788
55
$4.62M 0.66%
39,698
+125
56
$4.39M 0.63%
117,999
+532
57
$4.38M 0.62%
28,037
+1,267
58
$4.29M 0.61%
106,661
+15,072
59
$4.28M 0.61%
37,755
-752
60
$4.26M 0.61%
+141,002
61
$4.15M 0.59%
48,461
+1,478
62
$4.11M 0.59%
33,428
+1,150
63
$4.09M 0.58%
110,364
+1,419
64
$4.07M 0.58%
90,560
+5,483
65
$4.02M 0.57%
21,354
-366
66
$4.02M 0.57%
83,682
+7,041
67
$4M 0.57%
78,464
+4,668
68
$3.93M 0.56%
56,346
-382
69
$3.85M 0.55%
18,648
+1,546
70
$3.84M 0.55%
23,089
+468
71
$3.77M 0.54%
129,140
+6,060
72
$3.67M 0.52%
10,576
-864
73
$3.57M 0.51%
40,728
+349
74
$3.49M 0.5%
53,749
-637
75
$3.48M 0.5%
39,217
-291
1 2
3
4 5