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
$427M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$2.84M
3
+$2.66M
4
WBA
Walgreens Boots Alliance
WBA
+$2.22M
5
LOW icon
Lowe's Companies
LOW
+$1.93M

Top Sells

1
+$9.63M
2
+$3.62M
3
+$2.66M
4
LAZ icon
Lazard
LAZ
+$2.59M
5
AGN
Allergan plc
AGN
+$2.57M

Sector Composition

1 Healthcare 17.14%
2 Financials 16.78%
3 Technology 10.45%
4 Consumer Discretionary 6.71%
5 Energy 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.25M 0.53%
33,031
+2,443
77
$2.2M 0.51%
117,659
-1,829
78
$2.19M 0.51%
20,841
-672
79
$2.11M 0.49%
43,152
+3,075
80
$2.1M 0.49%
46,626
+3,068
81
$2.08M 0.49%
24,260
+3,317
82
$2.06M 0.48%
101,109
+11,604
83
$2.06M 0.48%
28,511
-924
84
$2.02M 0.47%
19,839
+11,955
85
$1.96M 0.46%
9,897
+973
86
$1.95M 0.46%
245,590
+1,050
87
$1.95M 0.46%
19,279
+404
88
$1.94M 0.45%
75,492
-3,411
89
$1.93M 0.45%
+25,350
90
$1.88M 0.44%
31,742
+1,243
91
$1.83M 0.43%
64,548
-2,396
92
$1.78M 0.42%
17,853
-376
93
$1.74M 0.41%
22,323
-112
94
$1.73M 0.41%
23,918
-1,756
95
$1.73M 0.41%
28,990
-1,637
96
$1.56M 0.37%
9,607
+455
97
$1.56M 0.36%
60,799
+7,882
98
$1.39M 0.33%
36,605
+2,728
99
$1.28M 0.3%
22,124
100
$1.26M 0.29%
68,203
-4,203
2 3
4
5 6