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
$702M
AUM Growth
+$75.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$4.26M
3
+$2.69M
4
CHE icon
Chemed
CHE
+$2.69M
5
ING icon
ING
ING
+$1.67M

Top Sells

1
+$6.68M
2
+$3.87M
3
+$1.67M
4
HON icon
Honeywell
HON
+$955K
5
FI icon
Fiserv
FI
+$894K

Sector Composition

1 Technology 13.02%
2 Financials 12.85%
3 Healthcare 10.77%
4 Communication Services 6.43%
5 Consumer Discretionary 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.48M 0.21%
79,864
+67,124
102
$1.48M 0.21%
7,441
-10
103
$1.36M 0.19%
4
+1
104
$1.29M 0.18%
9,499
-9
105
$1.26M 0.18%
26,128
106
$1.24M 0.18%
11,037
107
$1.22M 0.17%
10,716
108
$1.19M 0.17%
5,537
109
$1.15M 0.16%
27,860
110
$1.14M 0.16%
7,168
111
$1M 0.14%
60,140
+9,595
112
$988K 0.14%
12,946
113
$953K 0.14%
11,025
114
$950K 0.14%
16,228
115
$879K 0.13%
5,904
-25,972
116
$878K 0.13%
4,968
-5,405
117
$877K 0.12%
12,889
-14
118
$802K 0.11%
13,536
-490
119
$761K 0.11%
13,020
-2,435
120
$758K 0.11%
3,608
+147
121
$752K 0.11%
15,055
122
$707K 0.1%
6,544
-542
123
$704K 0.1%
20,000
124
$687K 0.1%
8,225
+138
125
$677K 0.1%
11,493
-310
3 4
5
6 7