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
$434M
AUM Growth
+$6.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$3.48M
3
+$3.26M
4
AMZN icon
Amazon
AMZN
+$2.09M
5
AWK icon
American Water Works
AWK
+$2.01M

Top Sells

1
+$4.45M
2
+$3.68M
3
+$3.59M
4
PII icon
Polaris
PII
+$2.08M
5
BHC icon
Bausch Health
BHC
+$2.02M

Sector Composition

1 Healthcare 16.61%
2 Financials 16.47%
3 Technology 11.1%
4 Consumer Discretionary 6.69%
5 Energy 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$881K 0.2%
34,933
+4,069
102
$875K 0.2%
19,569
+4,586
103
$873K 0.2%
7,558
-81
104
$766K 0.18%
19,064
+5,820
105
$765K 0.18%
10,785
-6,500
106
$650K 0.15%
22,550
107
$648K 0.15%
23,960
-5,278
108
$588K 0.14%
11,172
-122
109
$562K 0.13%
2,168
+201
110
$554K 0.13%
32,226
+12,106
111
$547K 0.13%
14,083
+5,981
112
$528K 0.12%
45,300
113
$523K 0.12%
9,302
+1,250
114
$496K 0.11%
108,570
+16,981
115
$465K 0.11%
10,025
+1,025
116
$451K 0.1%
37,740
-11,965
117
$439K 0.1%
15,884
+107
118
$404K 0.09%
49,859
+15,195
119
$400K 0.09%
66,396
+11,651
120
$333K 0.08%
42,142
+14,067
121
$333K 0.08%
4,029
-274
122
$320K 0.07%
2,798
-80
123
$315K 0.07%
2,704
-113
124
$303K 0.07%
48
+1
125
$300K 0.07%
3,746
-254
3 4
5
6 7