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
$427M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$2.84M
3
+$2.66M
4
WBA
Walgreens Boots Alliance
WBA
+$2.22M
5
LOW icon
Lowe's Companies
LOW
+$1.93M

Top Sells

1
+$9.63M
2
+$3.62M
3
+$2.66M
4
LAZ icon
Lazard
LAZ
+$2.59M
5
AGN
Allergan plc
AGN
+$2.57M

Sector Composition

1 Healthcare 17.14%
2 Financials 16.78%
3 Technology 10.45%
4 Consumer Discretionary 6.71%
5 Energy 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$416K 0.1%
54,745
+5,388
127
$412K 0.1%
10,553
128
$387K 0.09%
9,000
-406
129
$373K 0.09%
8,102
+897
130
$365K 0.09%
20,120
+2,166
131
$339K 0.08%
4,303
+486
132
$322K 0.08%
2,817
+279
133
$316K 0.07%
4,000
+417
134
$311K 0.07%
65,750
+12,255
135
$307K 0.07%
9,586
+1,320
136
$303K 0.07%
2,465
+299
137
$302K 0.07%
3,867
+465
138
$301K 0.07%
2,878
-74
139
$292K 0.07%
3,787
-1,948
140
$291K 0.07%
47
+4
141
$266K 0.06%
+8,187
142
$261K 0.06%
20,714
143
$256K 0.06%
+3,894
144
$250K 0.06%
+7,420
145
$239K 0.06%
17,220
+1,740
146
$231K 0.05%
2,516
+245
147
$230K 0.05%
2,274
-109
148
$229K 0.05%
3,824
-289
149
$228K 0.05%
8,797
-542
150
$227K 0.05%
55,811
+5,476
4 5
6
7 8