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
$435M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$4.96M
3
+$3.49M
4
AA icon
Alcoa
AA
+$3.2M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.12M

Top Sells

1
+$3.15M
2
+$2.63M
3
+$2.5M
4
LYB icon
LyondellBasell Industries
LYB
+$2.47M
5
JPM icon
JPMorgan Chase
JPM
+$2.27M

Sector Composition

1 Financials 15.48%
2 Healthcare 13.98%
3 Technology 8.22%
4 Consumer Discretionary 6.14%
5 Industrials 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$307K 0.07%
12,442
+464
127
$298K 0.07%
3,053
-160
128
$290K 0.07%
15,788
-101,614
129
$283K 0.07%
5,988
+160
130
$270K 0.06%
3,280
+75
131
$269K 0.06%
+10,385
132
$264K 0.06%
4,032
-396
133
$244K 0.06%
6,509
+652
134
$234K 0.05%
6,410
-140
135
$230K 0.05%
4,465
-357
136
$227K 0.05%
3,075
-110
137
$222K 0.05%
+11,920
138
$218K 0.05%
1
139
$213K 0.05%
+2,591
140
$211K 0.05%
+1,700
141
$207K 0.05%
+3,800
142
$206K 0.05%
8,976
-2,574
143
$206K 0.05%
+2,788
144
$204K 0.05%
1,931
+41
145
$203K 0.05%
+6,720
146
$189K 0.04%
10,000
147
$137K 0.03%
+12,742
148
$136K 0.03%
21,775
+11,202
149
$128K 0.03%
+12,376
150
$120K 0.03%
+10,584
3 4 5
6
7