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
$654M
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$3.17M
3
+$2.94M
4
LOW icon
Lowe's Companies
LOW
+$2.87M
5
C icon
Citigroup
C
+$2.56M

Top Sells

1
+$4.15M
2
+$3.51M
3
+$3.16M
4
ROST icon
Ross Stores
ROST
+$2.97M
5
LYB icon
LyondellBasell Industries
LYB
+$2.83M

Sector Composition

1 Technology 16.18%
2 Financials 11.55%
3 Healthcare 11.24%
4 Communication Services 7.42%
5 Consumer Staples 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$548K 0.08%
+3,894
127
$547K 0.08%
57,600
-10,320
128
$537K 0.08%
3,421
+67
129
$523K 0.08%
15,273
+7,182
130
$510K 0.08%
1,125
+14
131
$492K 0.08%
+2,600
132
$476K 0.07%
3,403
+28
133
$469K 0.07%
2,631
+450
134
$465K 0.07%
+3,973
135
$447K 0.07%
1,531
+40
136
$441K 0.07%
8,635
+3,710
137
$421K 0.06%
6,907
138
$420K 0.06%
5,900
+540
139
$411K 0.06%
32,753
+961
140
$407K 0.06%
111,325
+59,186
141
$403K 0.06%
17,126
+350
142
$380K 0.06%
5,768
+276
143
$372K 0.06%
13,275
-2,317
144
$359K 0.05%
5,246
145
$345K 0.05%
7,620
-520
146
$317K 0.05%
4,959
-1
147
$315K 0.05%
5,223
+623
148
$301K 0.05%
7,090
149
$297K 0.05%
2,849
+48
150
$292K 0.04%
961
-701
4 5
6
7 8