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
$654M
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$3.17M
3
+$2.94M
4
LOW icon
Lowe's Companies
LOW
+$2.87M
5
C icon
Citigroup
C
+$2.56M

Top Sells

1
+$4.15M
2
+$3.51M
3
+$3.16M
4
ROST icon
Ross Stores
ROST
+$2.97M
5
LYB icon
LyondellBasell Industries
LYB
+$2.83M

Sector Composition

1 Technology 16.18%
2 Financials 11.55%
3 Healthcare 11.24%
4 Communication Services 7.42%
5 Consumer Staples 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.13M 0.17%
10,655
+771
102
$1.07M 0.16%
4
103
$1.02M 0.16%
12,946
104
$986K 0.15%
41,399
-68,349
105
$955K 0.15%
8,858
106
$947K 0.14%
16,832
+3,462
107
$916K 0.14%
11,025
108
$890K 0.14%
25,030
-3,645
109
$880K 0.13%
14,225
+820
110
$875K 0.13%
26,644
+16,222
111
$834K 0.13%
4,779
-1,478
112
$819K 0.13%
16,228
113
$783K 0.12%
6,784
114
$757K 0.12%
12,646
+4,260
115
$727K 0.11%
4,038
+468
116
$709K 0.11%
8,219
+300
117
$683K 0.1%
3,703
+395
118
$643K 0.1%
12,071
+6,404
119
$632K 0.1%
51,440
+3,820
120
$622K 0.1%
110,193
+32,092
121
$609K 0.09%
+2,058
122
$593K 0.09%
8,674
-5,155
123
$581K 0.09%
2,701
+44
124
$573K 0.09%
2,970
+69
125
$550K 0.08%
+6,301
3 4
5
6 7