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
$702M
AUM Growth
+$75.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$4.26M
3
+$2.69M
4
CHE icon
Chemed
CHE
+$2.69M
5
ING icon
ING
ING
+$1.67M

Top Sells

1
+$6.68M
2
+$3.87M
3
+$1.67M
4
HON icon
Honeywell
HON
+$955K
5
FI icon
Fiserv
FI
+$894K

Sector Composition

1 Technology 13.02%
2 Financials 12.85%
3 Healthcare 10.77%
4 Communication Services 6.43%
5 Consumer Discretionary 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.44M 0.49%
13,703
+1,568
77
$3.39M 0.48%
88,708
+493
78
$3.3M 0.47%
65,638
-954
79
$3.25M 0.46%
21,476
-387
80
$3.24M 0.46%
16,691
+70
81
$3.23M 0.46%
244,970
+5,602
82
$3.17M 0.45%
9,857
+630
83
$3M 0.43%
50,314
-498
84
$2.98M 0.42%
83,135
+967
85
$2.95M 0.42%
11,909
+837
86
$2.74M 0.39%
47,084
+601
87
$2.69M 0.38%
+48,105
88
$2.69M 0.38%
+6,114
89
$2.67M 0.38%
104,185
90
$2.56M 0.36%
47,694
91
$2.49M 0.35%
21,606
+2,713
92
$2.48M 0.35%
19,037
93
$2.46M 0.35%
29,845
+1,984
94
$2.36M 0.34%
53,551
95
$2.28M 0.33%
24,597
96
$2.26M 0.32%
5,828
+757
97
$2.11M 0.3%
57,883
-265
98
$1.82M 0.26%
31,212
-29
99
$1.74M 0.25%
10,491
100
$1.7M 0.24%
13,281
+1,220
2 3
4
5 6