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
$581M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$2M
3
+$1.58M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.48M
5
VZ icon
Verizon
VZ
+$1.47M

Top Sells

1
+$7.26M
2
+$2.7M
3
+$1.79M
4
LUMN icon
Lumen
LUMN
+$1.7M
5
MDLZ icon
Mondelez International
MDLZ
+$1.29M

Sector Composition

1 Financials 14.06%
2 Technology 11.09%
3 Healthcare 10.52%
4 Industrials 7.05%
5 Consumer Discretionary 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.6M 0.45%
64,820
+39
77
$2.58M 0.44%
54,553
+1,428
78
$2.46M 0.42%
30,413
+832
79
$2.43M 0.42%
19,518
80
$2.4M 0.41%
53,551
81
$2.39M 0.41%
41,475
+34,729
82
$2.31M 0.4%
41,877
+888
83
$2.28M 0.39%
+35,309
84
$2.17M 0.37%
21,651
+512
85
$2.07M 0.36%
190,682
-11,555
86
$2.06M 0.35%
31,650
-4,334
87
$1.95M 0.33%
132,672
+6,896
88
$1.91M 0.33%
22,859
-4,064
89
$1.88M 0.32%
23,293
+1,170
90
$1.84M 0.32%
30,180
-4,693
91
$1.84M 0.32%
25,371
-751
92
$1.71M 0.29%
44,244
+26,293
93
$1.63M 0.28%
27,693
+106
94
$1.6M 0.28%
61,352
+34,048
95
$1.54M 0.27%
13,512
96
$1.51M 0.26%
29,249
+905
97
$1.31M 0.23%
25,156
-17,116
98
$1.17M 0.2%
30,755
+11,230
99
$1.17M 0.2%
7,387
-228
100
$1.16M 0.2%
8,735
-230
2 3
4
5 6