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
$838M
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$3.88M
2
+$3.56M
3
+$3.38M
4
PLD icon
Prologis
PLD
+$3.29M
5
HD icon
Home Depot
HD
+$3.25M

Top Sells

1
+$4.52M
2
+$4.36M
3
+$4.22M
4
HR icon
Healthcare Realty
HR
+$4M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$3.46M

Sector Composition

1 Technology 16.28%
2 Financials 12.57%
3 Healthcare 10.66%
4 Communication Services 7.2%
5 Consumer Staples 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.76M 0.45%
398,127
+20,949
77
$3.56M 0.43%
+76,509
78
$3.56M 0.42%
96,617
+7,718
79
$3.55M 0.42%
71,018
-8,612
80
$3.38M 0.4%
+49,528
81
$3.38M 0.4%
122,448
-144,981
82
$3.37M 0.4%
49,204
83
$3.33M 0.4%
70,680
+4,622
84
$3.25M 0.39%
+12,268
85
$3.12M 0.37%
9,455
+324
86
$2.99M 0.36%
17,515
+7,856
87
$2.92M 0.35%
96,288
+2,281
88
$2.56M 0.31%
34,064
-2
89
$2.53M 0.3%
53,551
90
$2.44M 0.29%
19,037
91
$2.34M 0.28%
56,343
+40
92
$2.34M 0.28%
56,886
+2,871
93
$2.23M 0.27%
64,169
-687
94
$2.11M 0.25%
7,849
+8
95
$2.1M 0.25%
34,763
+156
96
$2.09M 0.25%
24,597
97
$2.04M 0.24%
10,491
98
$1.97M 0.23%
80,672
-5,400
99
$1.73M 0.21%
30,556
-10,641
100
$1.59M 0.19%
5,537
2 3
4
5 6