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
$611M
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$3.47M
3
+$3.46M
4
ADBE icon
Adobe
ADBE
+$3.13M
5
FDX icon
FedEx
FDX
+$3.12M

Top Sells

1
+$3.37M
2
+$2.85M
3
+$2.36M
4
COP icon
ConocoPhillips
COP
+$2.05M
5
BLK icon
Blackrock
BLK
+$1.9M

Sector Composition

1 Financials 15.51%
2 Technology 11.52%
3 Healthcare 10.27%
4 Consumer Discretionary 6.81%
5 Industrials 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.46M 0.24%
+13,599
102
$1.44M 0.24%
+26,293
103
$1.44M 0.24%
7,644
+2,080
104
$1.32M 0.22%
636
+141
105
$1.24M 0.2%
24,525
-46,584
106
$1.21M 0.2%
7,600
+213
107
$1.19M 0.19%
9,181
+446
108
$1.11M 0.18%
29,765
-990
109
$1.11M 0.18%
5,835
+4,265
110
$1.06M 0.17%
18,739
+885
111
$1.05M 0.17%
6,519
+522
112
$1.01M 0.17%
26,128
+16,528
113
$991K 0.16%
18,490
+9,326
114
$982K 0.16%
6,556
-754
115
$917K 0.15%
12,088
-303
116
$913K 0.15%
50,695
+1,550
117
$901K 0.15%
8,669
+143
118
$897K 0.15%
3
+2
119
$884K 0.14%
16,853
-64,239
120
$842K 0.14%
11,770
+220
121
$839K 0.14%
8,850
+1,017
122
$821K 0.13%
15,055
123
$807K 0.13%
+7,354
124
$800K 0.13%
8,762
-12,889
125
$796K 0.13%
+12,946
3 4
5
6 7