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
$654M
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$3.17M
3
+$2.94M
4
LOW icon
Lowe's Companies
LOW
+$2.87M
5
C icon
Citigroup
C
+$2.56M

Top Sells

1
+$4.15M
2
+$3.51M
3
+$3.16M
4
ROST icon
Ross Stores
ROST
+$2.97M
5
LYB icon
LyondellBasell Industries
LYB
+$2.83M

Sector Composition

1 Technology 16.18%
2 Financials 11.55%
3 Healthcare 11.24%
4 Communication Services 7.42%
5 Consumer Staples 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.71M 0.72%
141,108
+27,197
52
$4.67M 0.71%
144,860
+12,700
53
$4.66M 0.71%
15,112
+5,885
54
$4.62M 0.71%
47,358
-1,529
55
$4.58M 0.7%
22,858
+689
56
$4.49M 0.69%
34,874
+894
57
$4.47M 0.68%
89,013
+2,302
58
$4.24M 0.65%
185,351
+13,571
59
$4.14M 0.63%
53,863
+2,654
60
$4.14M 0.63%
70,360
-1,309
61
$3.85M 0.59%
20,346
+1,275
62
$3.82M 0.58%
81,372
+6,526
63
$3.55M 0.54%
26,257
+21,245
64
$3.47M 0.53%
11,190
+488
65
$3.43M 0.52%
66,100
+39,972
66
$3.38M 0.52%
34,412
-2,042
67
$3.38M 0.52%
22,482
+1,101
68
$3.15M 0.48%
14,632
+1,253
69
$3.09M 0.47%
62,375
+11,419
70
$2.94M 0.45%
+29,599
71
$2.93M 0.45%
53,461
+2,699
72
$2.88M 0.44%
93,008
-10,500
73
$2.86M 0.44%
20,400
+905
74
$2.84M 0.43%
23,664
+11,785
75
$2.8M 0.43%
59,098
-1,595
1 2
3
4 5