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
$423M
AUM Growth
-$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$1.71M
3
+$1.38M
4
MAC icon
Macerich
MAC
+$1.38M
5
STI
SunTrust Banks, Inc.
STI
+$785K

Top Sells

1
+$37.3M
2
+$29.5M
3
+$22.6M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$16.8M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$14.3M

Sector Composition

1 Financials 21.24%
2 Technology 16.3%
3 Healthcare 14.42%
4 Consumer Discretionary 10.89%
5 Industrials 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$610K 0.14%
13,668
-229
102
$589K 0.14%
17,795
103
$574K 0.14%
5,413
-2,052
104
$551K 0.13%
57,376
+2,239
105
$550K 0.13%
9,532
-1,178
106
$550K 0.13%
9,896
-4,876
107
$509K 0.12%
65,474
-1,999
108
$503K 0.12%
10,574
-11
109
$502K 0.12%
71,520
+4,652
110
$485K 0.11%
8,024
-344
111
$467K 0.11%
12,720
-305
112
$449K 0.11%
2,406
113
$439K 0.1%
10,937
+5,506
114
$411K 0.1%
59,315
+16,427
115
$392K 0.09%
+10,020
116
$374K 0.09%
6,762
-10,091
117
$369K 0.09%
+5,391
118
$356K 0.08%
29,560
119
$343K 0.08%
2,584
120
$332K 0.08%
+2,547
121
$323K 0.08%
2,065
122
$300K 0.07%
8,325
123
$281K 0.07%
5,040
124
$277K 0.07%
36,228
+9,633
125
$274K 0.06%
1,654
3 4
5
6 7