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
$434M
AUM Growth
+$6.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$3.48M
3
+$3.26M
4
AMZN icon
Amazon
AMZN
+$2.09M
5
AWK icon
American Water Works
AWK
+$2.01M

Top Sells

1
+$4.45M
2
+$3.68M
3
+$3.59M
4
PII icon
Polaris
PII
+$2.08M
5
BHC icon
Bausch Health
BHC
+$2.02M

Sector Composition

1 Healthcare 16.61%
2 Financials 16.47%
3 Technology 11.1%
4 Consumer Discretionary 6.69%
5 Energy 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.26M 0.52%
146,480
-25,530
77
$2.22M 0.51%
72,246
-5,322
78
$2.21M 0.51%
70,415
+437
79
$2.16M 0.5%
54,728
+8,102
80
$2.15M 0.5%
31,047
+2,536
81
$2.14M 0.49%
44,828
+1,676
82
$2.13M 0.49%
28,781
+15,858
83
$2.03M 0.47%
95,818
-21,841
84
$1.99M 0.46%
74,395
-1,097
85
$1.97M 0.45%
25,968
+618
86
$1.95M 0.45%
63,718
-830
87
$1.94M 0.45%
234,540
-11,050
88
$1.91M 0.44%
33,337
+1,595
89
$1.82M 0.42%
17,563
-290
90
$1.81M 0.42%
89,205
+21,002
91
$1.77M 0.41%
43,072
+6,467
92
$1.75M 0.4%
+27,204
93
$1.73M 0.4%
42,321
+22,557
94
$1.73M 0.4%
11,022
+1,125
95
$1.66M 0.38%
20,195
+916
96
$1.55M 0.36%
22,659
+12,532
97
$1.19M 0.27%
24,793
-271
98
$1.06M 0.24%
10,770
+599
99
$1.01M 0.23%
6,778
-2,829
100
$928K 0.21%
9,110
-98
2 3
4
5 6