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
$435M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$4.96M
3
+$3.49M
4
AA icon
Alcoa
AA
+$3.2M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.12M

Top Sells

1
+$3.15M
2
+$2.63M
3
+$2.5M
4
LYB icon
LyondellBasell Industries
LYB
+$2.47M
5
JPM icon
JPMorgan Chase
JPM
+$2.27M

Sector Composition

1 Financials 15.48%
2 Healthcare 13.98%
3 Technology 8.22%
4 Consumer Discretionary 6.14%
5 Industrials 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.44M 0.56%
28,581
+3,254
77
$2.39M 0.55%
40,883
-8,862
78
$2.39M 0.55%
14,284
-842
79
$2.35M 0.54%
34,641
-14,700
80
$2.33M 0.54%
43,030
+817
81
$2.33M 0.54%
41,328
+1,463
82
$2.3M 0.53%
32,478
-317
83
$2.3M 0.53%
26,215
+452
84
$2.29M 0.53%
54,697
+1,459
85
$2.29M 0.53%
45,252
+1,408
86
$2.18M 0.5%
+15,460
87
$2.16M 0.5%
+54,230
88
$2.15M 0.49%
77,915
-474
89
$2.13M 0.49%
38,902
-9,587
90
$2.12M 0.49%
+13,303
91
$2.11M 0.48%
27,399
+670
92
$2.08M 0.48%
+73,170
93
$2.07M 0.48%
+24,597
94
$2.06M 0.47%
55,534
-7,425
95
$2.04M 0.47%
54,391
+1,905
96
$2.03M 0.47%
68,683
-3,372
97
$1.96M 0.45%
39,082
+1,331
98
$1.93M 0.44%
150,040
-73,442
99
$1.83M 0.42%
22,281
-5,168
100
$1.83M 0.42%
23,216
+2,960
2 3
4
5 6