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
$626M
AUM Growth
+$8.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$4.83M
2
+$4.78M
3
+$4.25M
4
DIS icon
Walt Disney
DIS
+$3.68M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.47M

Top Sells

1
+$8.5M
2
+$5.01M
3
+$3.91M
4
AES icon
AES
AES
+$3.45M
5
LOW icon
Lowe's Companies
LOW
+$3.37M

Sector Composition

1 Financials 13.3%
2 Technology 12%
3 Healthcare 10.31%
4 Communication Services 6.64%
5 Consumer Staples 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.99M 0.48%
16,621
-104
77
$2.98M 0.48%
239,368
+35,820
78
$2.9M 0.46%
66,592
+4,932
79
$2.85M 0.45%
123,080
+2,650
80
$2.84M 0.45%
50,812
81
$2.8M 0.45%
82,168
+1,809
82
$2.78M 0.44%
265,533
-5,219
83
$2.74M 0.44%
9,227
84
$2.67M 0.43%
46,483
+2,474
85
$2.56M 0.41%
47,694
86
$2.56M 0.41%
11,072
+120
87
$2.54M 0.41%
12,135
+274
88
$2.29M 0.37%
24,597
89
$2.27M 0.36%
19,037
90
$2.27M 0.36%
104,185
-1,155
91
$2.26M 0.36%
+27,861
92
$2.2M 0.35%
53,551
93
$2.18M 0.35%
58,148
+1,561
94
$1.98M 0.32%
+5,071
95
$1.86M 0.3%
18,893
+204
96
$1.76M 0.28%
10,373
-50,198
97
$1.66M 0.27%
31,241
-50
98
$1.61M 0.26%
10,491
99
$1.35M 0.22%
7,451
-46
100
$1.28M 0.2%
+12,061
2 3
4
5 6