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
$435M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$4.96M
3
+$3.49M
4
AA icon
Alcoa
AA
+$3.2M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.12M

Top Sells

1
+$3.15M
2
+$2.63M
3
+$2.5M
4
LYB icon
LyondellBasell Industries
LYB
+$2.47M
5
JPM icon
JPMorgan Chase
JPM
+$2.27M

Sector Composition

1 Financials 15.48%
2 Healthcare 13.98%
3 Technology 8.22%
4 Consumer Discretionary 6.14%
5 Industrials 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.83M 0.42%
19,432
+1,943
102
$1.79M 0.41%
63,554
-73,808
103
$1.75M 0.4%
66,825
-576
104
$1.48M 0.34%
58,089
+2,363
105
$1.47M 0.34%
+17,938
106
$1.43M 0.33%
+46,269
107
$1.37M 0.32%
89,126
+14,075
108
$1.34M 0.31%
+10,210
109
$1.29M 0.3%
+10,491
110
$1.19M 0.27%
22,043
+699
111
$1.16M 0.27%
11,209
-30,500
112
$1.14M 0.26%
+17,360
113
$1.12M 0.26%
14,915
-11,355
114
$1.07M 0.25%
7,030
+1,500
115
$923K 0.21%
7,041
+80
116
$914K 0.21%
8,358
+102
117
$911K 0.21%
+7,740
118
$811K 0.19%
55,572
-15,288
119
$608K 0.14%
10,360
+297
120
$475K 0.11%
8,052
-4,198
121
$385K 0.09%
3,681
-1,010
122
$377K 0.09%
4,282
-28,029
123
$365K 0.08%
9,000
-380
124
$330K 0.08%
5,813
-21,849
125
$309K 0.07%
2,793
3 4
5
6 7