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
$654M
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$3.17M
3
+$2.94M
4
LOW icon
Lowe's Companies
LOW
+$2.87M
5
C icon
Citigroup
C
+$2.56M

Top Sells

1
+$4.15M
2
+$3.51M
3
+$3.16M
4
ROST icon
Ross Stores
ROST
+$2.97M
5
LYB icon
LyondellBasell Industries
LYB
+$2.83M

Sector Composition

1 Technology 16.18%
2 Financials 11.55%
3 Healthcare 11.24%
4 Communication Services 7.42%
5 Consumer Staples 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.73M 0.42%
33,613
+5,990
77
$2.64M 0.4%
35,846
-5,580
78
$2.64M 0.4%
49,204
79
$2.6M 0.4%
377,178
+691
80
$2.53M 0.39%
24,054
-30,019
81
$2.47M 0.38%
55,055
-523
82
$2.4M 0.37%
13,685
-2,236
83
$2.34M 0.36%
25,051
+9,834
84
$2.34M 0.36%
39,625
-33,837
85
$2.21M 0.34%
6,079
+290
86
$2.08M 0.32%
53,551
-23,316
87
$2.06M 0.32%
19,037
88
$1.93M 0.3%
81,385
+49,737
89
$1.93M 0.3%
24,597
90
$1.84M 0.28%
184,140
-50,925
91
$1.82M 0.28%
85,112
-2,248
92
$1.77M 0.27%
79,799
+1,941
93
$1.76M 0.27%
34,774
+2,157
94
$1.71M 0.26%
86,521
+3,529
95
$1.57M 0.24%
7,909
+402
96
$1.53M 0.23%
10,491
97
$1.46M 0.22%
57,682
+1,808
98
$1.36M 0.21%
+21,865
99
$1.3M 0.2%
11,037
100
$1.15M 0.18%
5,537
2 3
4
5 6