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
$427M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$2.84M
3
+$2.66M
4
WBA
Walgreens Boots Alliance
WBA
+$2.22M
5
LOW icon
Lowe's Companies
LOW
+$1.93M

Top Sells

1
+$9.63M
2
+$3.62M
3
+$2.66M
4
LAZ icon
Lazard
LAZ
+$2.59M
5
AGN
Allergan plc
AGN
+$2.57M

Sector Composition

1 Healthcare 17.14%
2 Financials 16.78%
3 Technology 10.45%
4 Consumer Discretionary 6.71%
5 Energy 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.23M 0.29%
25,064
+3,124
102
$1.19M 0.28%
17,285
-1,280
103
$1.06M 0.25%
26,860
+1,470
104
$1.01M 0.24%
39,014
-39,016
105
$993K 0.23%
10,171
-4,767
106
$900K 0.21%
12,923
+2,000
107
$895K 0.21%
7,639
+640
108
$885K 0.21%
30,864
+2,939
109
$876K 0.21%
9,208
+887
110
$848K 0.2%
29,238
+15,688
111
$796K 0.19%
45,300
+18,619
112
$722K 0.17%
19,764
-2,543
113
$683K 0.16%
10,127
+1,585
114
$670K 0.16%
49,705
-890
115
$649K 0.15%
14,983
+1,277
116
$630K 0.15%
11,294
+999
117
$628K 0.15%
22,550
-345,950
118
$587K 0.14%
1,967
+182
119
$571K 0.13%
91,589
+8,267
120
$570K 0.13%
15,533
121
$566K 0.13%
13,244
+1,487
122
$555K 0.13%
15,777
+329
123
$487K 0.11%
4,294
124
$443K 0.1%
8,052
125
$418K 0.1%
34,664
+14,753
3 4
5
6 7