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
$626M
AUM Growth
+$8.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$4.83M
2
+$4.78M
3
+$4.25M
4
DIS icon
Walt Disney
DIS
+$3.68M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.47M

Top Sells

1
+$8.5M
2
+$5.01M
3
+$3.91M
4
AES icon
AES
AES
+$3.45M
5
LOW icon
Lowe's Companies
LOW
+$3.37M

Sector Composition

1 Financials 13.3%
2 Technology 12%
3 Healthcare 10.31%
4 Communication Services 6.64%
5 Consumer Staples 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.25M 0.2%
11,037
102
$1.23M 0.2%
9,508
-30
103
$1.22M 0.2%
10,716
104
$1.18M 0.19%
26,128
105
$1.16M 0.18%
7,168
106
$1.08M 0.17%
27,860
107
$1.07M 0.17%
5,537
108
$973K 0.16%
16,228
109
$936K 0.15%
3
110
$915K 0.15%
12,946
111
$888K 0.14%
11,025
-1,579
112
$862K 0.14%
4,698
+1,026
113
$830K 0.13%
12,903
-30
114
$812K 0.13%
15,455
115
$806K 0.13%
410
-6
116
$785K 0.13%
13,089
-442
117
$760K 0.12%
50,545
-720
118
$760K 0.12%
8,455
-55,743
119
$748K 0.12%
3,461
-82
120
$736K 0.12%
7,086
-123
121
$731K 0.12%
14,026
-863
122
$713K 0.11%
15,055
123
$707K 0.11%
8,087
-197
124
$694K 0.11%
6,314
-30,700
125
$655K 0.1%
11,803
3 4
5
6 7