BCM

BTC Capital Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 19.83%
This Quarter Est. Return
1 Year Est. Return
+19.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$611M
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$3.47M
3
+$3.46M
4
ADBE icon
Adobe
ADBE
+$3.13M
5
FDX icon
FedEx
FDX
+$3.12M

Top Sells

1
+$3.37M
2
+$2.85M
3
+$2.36M
4
COP icon
ConocoPhillips
COP
+$2.05M
5
BLK icon
Blackrock
BLK
+$1.9M

Sector Composition

1 Financials 15.51%
2 Technology 11.52%
3 Healthcare 10.27%
4 Consumer Discretionary 6.81%
5 Industrials 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.04M 0.5%
58,480
+7,082
77
$2.95M 0.48%
36,812
+6,399
78
$2.76M 0.45%
47,793
+6,318
79
$2.72M 0.45%
+106,519
80
$2.7M 0.44%
43,867
+12,217
81
$2.56M 0.42%
161,244
+28,572
82
$2.48M 0.41%
27,896
-2,955
83
$2.43M 0.4%
9,227
-1,300
84
$2.41M 0.39%
36,810
+11,439
85
$2.37M 0.39%
53,551
86
$2.35M 0.38%
37,418
+7,238
87
$2.22M 0.36%
64,871
+51
88
$2.12M 0.35%
26,368
+3,075
89
$2.05M 0.34%
180,197
-10,485
90
$2.04M 0.33%
60,923
+16,679
91
$2.01M 0.33%
33,545
-10,835
92
$1.93M 0.32%
16,860
-7,338
93
$1.91M 0.31%
77,119
+15,767
94
$1.86M 0.3%
24,597
-24,982
95
$1.82M 0.3%
39,619
-14,934
96
$1.77M 0.29%
36,940
+7,691
97
$1.64M 0.27%
28,160
+467
98
$1.54M 0.25%
+10,491
99
$1.51M 0.25%
13,831
+9,167
100
$1.48M 0.24%
13,512
2 3
4
5 6