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
$878M
AUM Growth
-$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$9.14M
2
+$5.61M
3
+$3.76M
4
CMI icon
Cummins
CMI
+$1.04M
5
HD icon
Home Depot
HD
+$639K

Top Sells

1
+$12.9M
2
+$6.56M
3
+$4.12M
4
FSLR icon
First Solar
FSLR
+$4.11M
5
AAPL icon
Apple
AAPL
+$3.46M

Sector Composition

1 Technology 16.39%
2 Financials 11.8%
3 Healthcare 10.44%
4 Communication Services 6.71%
5 Consumer Discretionary 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.47M 0.17%
12,946
102
$1.44M 0.16%
84,930
+1,715
103
$1.35M 0.15%
14,612
+443
104
$1.34M 0.15%
68,905
+6,900
105
$1.27M 0.14%
11,037
106
$1.26M 0.14%
11,149
-72
107
$1.25M 0.14%
23,275
-370
108
$1.19M 0.14%
23,478
-364
109
$1.18M 0.13%
11,025
110
$1.18M 0.13%
36,575
+9,240
111
$1.16M 0.13%
19,831
-1,799
112
$1.15M 0.13%
87,178
-310,949
113
$1.15M 0.13%
14,370
-48
114
$1.15M 0.13%
166,899
+3,056
115
$1.14M 0.13%
3,237
116
$1.13M 0.13%
4,587
-210
117
$1.11M 0.13%
4,805
118
$1.11M 0.13%
3,795
-868
119
$1.07M 0.12%
25,626
-9,846
120
$1.06M 0.12%
16,228
121
$1.05M 0.12%
13,686
+771
122
$934K 0.11%
7,900
123
$925K 0.11%
7,684
+1,130
124
$906K 0.1%
9,910
-1,832
125
$881K 0.1%
21,820
+9,019
3 4
5
6 7