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
$434M
AUM Growth
+$6.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$3.48M
3
+$3.26M
4
AMZN icon
Amazon
AMZN
+$2.09M
5
AWK icon
American Water Works
AWK
+$2.01M

Top Sells

1
+$4.45M
2
+$3.68M
3
+$3.59M
4
PII icon
Polaris
PII
+$2.08M
5
BHC icon
Bausch Health
BHC
+$2.02M

Sector Composition

1 Healthcare 16.61%
2 Financials 16.47%
3 Technology 11.1%
4 Consumer Discretionary 6.69%
5 Energy 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$292K 0.07%
3,871
+4
127
$283K 0.07%
3,674
-620
128
$273K 0.06%
9,921
+335
129
$264K 0.06%
2,502
+37
130
$261K 0.06%
4,034
+247
131
$255K 0.06%
8,558
-239
132
$250K 0.06%
2,560
-5
133
$243K 0.06%
37,966
+5,997
134
$242K 0.06%
16,845
-375
135
$238K 0.05%
8,480
-183
136
$234K 0.05%
2,422
-94
137
$231K 0.05%
8,114
+523
138
$231K 0.05%
20,714
139
$224K 0.05%
+2,188
140
$222K 0.05%
8,350
+200
141
$221K 0.05%
5,127
+171
142
$221K 0.05%
3,411
+54
143
$220K 0.05%
3,675
-149
144
$220K 0.05%
+1,550
145
$220K 0.05%
3,500
146
$219K 0.05%
7,745
-25
147
$217K 0.05%
2,834
-40
148
$217K 0.05%
+5,202
149
$215K 0.05%
+3,363
150
$214K 0.05%
+7,240
4 5
6
7 8