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
$878M
AUM Growth
-$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$9.14M
2
+$5.61M
3
+$3.76M
4
CMI icon
Cummins
CMI
+$1.04M
5
HD icon
Home Depot
HD
+$639K

Top Sells

1
+$12.9M
2
+$6.56M
3
+$4.12M
4
FSLR icon
First Solar
FSLR
+$4.11M
5
AAPL icon
Apple
AAPL
+$3.46M

Sector Composition

1 Technology 16.39%
2 Financials 11.8%
3 Healthcare 10.44%
4 Communication Services 6.71%
5 Consumer Discretionary 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.67M 0.65%
104,066
-5,542
52
$5.63M 0.64%
49,793
-196
53
$5.63M 0.64%
43,081
-14,741
54
$5.51M 0.63%
11,297
-1,369
55
$5.38M 0.61%
18,021
-2,934
56
$5.34M 0.61%
63,934
-9,039
57
$5.28M 0.6%
45,085
+32,099
58
$5.28M 0.6%
67,988
-12,882
59
$5.18M 0.59%
23,527
-912
60
$5.1M 0.58%
42,618
-23,584
61
$5.09M 0.58%
20,369
-2,049
62
$5.08M 0.58%
9,126
-791
63
$4.93M 0.56%
31,825
-4,468
64
$4.9M 0.56%
25,623
+270
65
$4.81M 0.55%
15,023
+1,993
66
$4.75M 0.54%
68,672
-8,807
67
$4.61M 0.52%
111,411
-793
68
$4.58M 0.52%
20,444
-991
69
$4.51M 0.51%
10,763
-1,867
70
$4.42M 0.5%
60,776
71
$4.1M 0.47%
110,604
-3,482
72
$4.07M 0.46%
9,877
-528
73
$3.85M 0.44%
65,548
-8,502
74
$3.76M 0.43%
70,914
-14,664
75
$3.64M 0.41%
45,916
-3,288
1 2
3
4 5