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
$702M
AUM Growth
+$75.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$4.26M
3
+$2.69M
4
CHE icon
Chemed
CHE
+$2.69M
5
ING icon
ING
ING
+$1.67M

Top Sells

1
+$6.68M
2
+$3.87M
3
+$1.67M
4
HON icon
Honeywell
HON
+$955K
5
FI icon
Fiserv
FI
+$894K

Sector Composition

1 Technology 13.02%
2 Financials 12.85%
3 Healthcare 10.77%
4 Communication Services 6.43%
5 Consumer Discretionary 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$654K 0.09%
3,308
+1,243
127
$647K 0.09%
6,907
-1,548
128
$628K 0.09%
5,221
-1,093
129
$610K 0.09%
6,444
-440
130
$605K 0.09%
4,337
-76
131
$601K 0.09%
7,161
+32
132
$591K 0.08%
6,870
+170
133
$582K 0.08%
3,354
134
$581K 0.08%
78,567
+2,873
135
$581K 0.08%
11,421
136
$558K 0.08%
2,865
-1,833
137
$555K 0.08%
+3,458
138
$546K 0.08%
9,486
-3,603
139
$538K 0.08%
+8,394
140
$537K 0.08%
8,914
+3,240
141
$526K 0.07%
1,790
+61
142
$524K 0.07%
30,790
-215
143
$499K 0.07%
2,206
144
$477K 0.07%
81,040
-13,120
145
$457K 0.07%
8,978
-2,369
146
$438K 0.06%
4,103
147
$434K 0.06%
4,612
+1,682
148
$411K 0.06%
+2,452
149
$403K 0.06%
2,662
+39
150
$377K 0.05%
49,366
-5,484
4 5
6
7 8