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
$838M
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$3.88M
2
+$3.56M
3
+$3.38M
4
PLD icon
Prologis
PLD
+$3.29M
5
HD icon
Home Depot
HD
+$3.25M

Top Sells

1
+$4.52M
2
+$4.36M
3
+$4.22M
4
HR icon
Healthcare Realty
HR
+$4M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$3.46M

Sector Composition

1 Technology 16.28%
2 Financials 12.57%
3 Healthcare 10.66%
4 Communication Services 7.2%
5 Consumer Staples 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.52M 0.18%
10,665
+46
102
$1.39M 0.17%
4
103
$1.33M 0.16%
6,208
+2,580
104
$1.33M 0.16%
12,946
105
$1.31M 0.16%
84,400
+30,805
106
$1.3M 0.16%
11,037
107
$1.3M 0.16%
17,321
+449
108
$1.28M 0.15%
5,475
+701
109
$1.26M 0.15%
4,476
+454
110
$1.24M 0.15%
61,340
+27,135
111
$1.23M 0.15%
+20,429
112
$1.21M 0.14%
34,564
+3,090
113
$1.2M 0.14%
4,905
+850
114
$1.17M 0.14%
34,364
115
$1.14M 0.14%
24,680
-350
116
$1.11M 0.13%
11,025
117
$1.11M 0.13%
14,210
+55
118
$1.05M 0.12%
11,064
+1,197
119
$1.05M 0.12%
12,267
+7,021
120
$1.04M 0.12%
11,322
+3,000
121
$1M 0.12%
23,462
+116
122
$995K 0.12%
161,176
+27,193
123
$992K 0.12%
9,170
+100
124
$980K 0.12%
13,812
+4,357
125
$905K 0.11%
+5,933
3 4
5
6 7