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
$878M
AUM Growth
-$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$9.14M
2
+$5.61M
3
+$3.76M
4
CMI icon
Cummins
CMI
+$1.04M
5
HD icon
Home Depot
HD
+$639K

Top Sells

1
+$12.9M
2
+$6.56M
3
+$4.12M
4
FSLR icon
First Solar
FSLR
+$4.11M
5
AAPL icon
Apple
AAPL
+$3.46M

Sector Composition

1 Technology 16.39%
2 Financials 11.8%
3 Healthcare 10.44%
4 Communication Services 6.71%
5 Consumer Discretionary 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.62M 0.41%
33,490
-3,982
77
$3.62M 0.41%
14,799
-2,083
78
$3.61M 0.41%
91,852
-16,166
79
$3.61M 0.41%
53,585
-2,988
80
$3.55M 0.4%
61,002
-3,640
81
$3.32M 0.38%
52,485
+4,768
82
$2.87M 0.33%
131,798
-45,822
83
$2.81M 0.32%
19,037
84
$2.78M 0.32%
34,165
-14,685
85
$2.76M 0.31%
49,123
-14,192
86
$2.76M 0.31%
53,551
87
$2.75M 0.31%
26,975
+2,378
88
$2.61M 0.3%
53,500
-2,450
89
$2.42M 0.28%
30,852
+7,291
90
$2.38M 0.27%
35,628
-132
91
$2.36M 0.27%
10,491
92
$2.34M 0.27%
9,581
+4,250
93
$2.27M 0.26%
7,849
-25
94
$2.17M 0.25%
43,510
-6,878
95
$2.12M 0.24%
35,768
-9,966
96
$2.12M 0.24%
28,663
-4,885
97
$1.9M 0.22%
10,816
-52
98
$1.8M 0.2%
21,475
+5,279
99
$1.73M 0.2%
5,537
100
$1.68M 0.19%
4
2 3
4
5 6