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
$423M
AUM Growth
-$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$1.71M
3
+$1.38M
4
MAC icon
Macerich
MAC
+$1.38M
5
STI
SunTrust Banks, Inc.
STI
+$785K

Top Sells

1
+$37.3M
2
+$29.5M
3
+$22.6M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$16.8M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$14.3M

Sector Composition

1 Financials 21.24%
2 Technology 16.3%
3 Healthcare 14.42%
4 Consumer Discretionary 10.89%
5 Industrials 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.16M 0.51%
16,722
-138
77
$2.04M 0.48%
60,913
-10
78
$1.69M 0.4%
38,574
+1,634
79
$1.54M 0.36%
760
+124
80
$1.53M 0.36%
7,320
-324
81
$1.43M 0.34%
29,034
+2,741
82
$1.38M 0.33%
+24,234
83
$1.04M 0.25%
6,185
-334
84
$1M 0.24%
7,108
+2,712
85
$999K 0.24%
17,929
-810
86
$994K 0.24%
11,933
-155
87
$941K 0.22%
8,544
-125
88
$846K 0.2%
3
89
$808K 0.19%
16,533
-20,885
90
$783K 0.19%
13,035
-23,775
91
$776K 0.18%
49,255
-1,440
92
$753K 0.18%
7,168
-186
93
$731K 0.17%
123,920
-1,360
94
$725K 0.17%
7,200
-1,562
95
$721K 0.17%
3,900
-46
96
$715K 0.17%
7,789
-260
97
$713K 0.17%
14,192
-10,333
98
$666K 0.16%
27,474
+13,273
99
$627K 0.15%
4,479
100
$619K 0.15%
9,493
-1,658
2 3
4
5 6