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
$626M
AUM Growth
+$8.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$4.83M
2
+$4.78M
3
+$4.25M
4
DIS icon
Walt Disney
DIS
+$3.68M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.47M

Top Sells

1
+$8.5M
2
+$5.01M
3
+$3.91M
4
AES icon
AES
AES
+$3.45M
5
LOW icon
Lowe's Companies
LOW
+$3.37M

Sector Composition

1 Financials 13.3%
2 Technology 12%
3 Healthcare 10.31%
4 Communication Services 6.64%
5 Consumer Staples 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$620K 0.1%
31,005
-578
127
$619K 0.1%
6,884
128
$585K 0.09%
4,413
-108
129
$583K 0.09%
+20,000
130
$565K 0.09%
3,354
131
$564K 0.09%
11,347
-24,618
132
$555K 0.09%
7,129
133
$518K 0.08%
75,694
-1,229
134
$499K 0.08%
11,421
-2,123
135
$498K 0.08%
1,729
-2,692
136
$487K 0.08%
6,700
-98
137
$475K 0.08%
8,905
+3,075
138
$459K 0.07%
2,206
139
$444K 0.07%
2,065
140
$437K 0.07%
4,103
141
$411K 0.07%
94,160
-2,560
142
$367K 0.06%
54,850
-1,497
143
$365K 0.06%
2,456
-33
144
$363K 0.06%
11,481
145
$344K 0.05%
2,335
-52
146
$343K 0.05%
55,737
-25,026
147
$335K 0.05%
5,674
+506
148
$330K 0.05%
2,623
-35
149
$307K 0.05%
5,040
-120
150
$297K 0.05%
5,140
4 5
6
7 8