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
$838M
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$3.88M
2
+$3.56M
3
+$3.38M
4
PLD icon
Prologis
PLD
+$3.29M
5
HD icon
Home Depot
HD
+$3.25M

Top Sells

1
+$4.52M
2
+$4.36M
3
+$4.22M
4
HR icon
Healthcare Realty
HR
+$4M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$3.46M

Sector Composition

1 Technology 16.28%
2 Financials 12.57%
3 Healthcare 10.66%
4 Communication Services 7.2%
5 Consumer Staples 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.57M 0.66%
14,357
-410
52
$5.47M 0.65%
35,687
-876
53
$5.47M 0.65%
88,264
+15,169
54
$5.43M 0.65%
67,454
+23,257
55
$5.32M 0.63%
175,965
+2,205
56
$5.12M 0.61%
22,854
+579
57
$5.1M 0.61%
19,642
-259
58
$5M 0.6%
13,361
59
$4.92M 0.59%
71,980
-61,710
60
$4.92M 0.59%
45,863
+12,319
61
$4.78M 0.57%
12,167
+278
62
$4.74M 0.57%
33,519
+3,124
63
$4.74M 0.57%
22,275
+7,865
64
$4.55M 0.54%
23,424
+1,492
65
$4.53M 0.54%
77,862
+19,263
66
$4.49M 0.54%
104,066
-67,983
67
$4.48M 0.53%
11,789
+343
68
$4.18M 0.5%
83,908
-31,215
69
$4.16M 0.5%
27,925
+5,915
70
$4.16M 0.5%
44,970
+5,240
71
$3.99M 0.48%
183,566
-5,312
72
$3.97M 0.47%
303,720
+42,320
73
$3.96M 0.47%
34,406
+2,295
74
$3.88M 0.46%
60,776
75
$3.88M 0.46%
70,538
-21,928
1 2
3
4 5