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
$838M
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$3.88M
2
+$3.56M
3
+$3.38M
4
PLD icon
Prologis
PLD
+$3.29M
5
HD icon
Home Depot
HD
+$3.25M

Top Sells

1
+$4.52M
2
+$4.36M
3
+$4.22M
4
HR icon
Healthcare Realty
HR
+$4M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$3.46M

Sector Composition

1 Technology 16.28%
2 Financials 12.57%
3 Healthcare 10.66%
4 Communication Services 7.2%
5 Consumer Staples 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$901K 0.11%
21,373
-35,089
127
$875K 0.1%
16,228
128
$871K 0.1%
3,237
129
$859K 0.1%
12,410
-500
130
$811K 0.1%
6,924
+79
131
$767K 0.09%
7,040
+1,748
132
$756K 0.09%
26,626
+17,889
133
$747K 0.09%
13,620
+8,428
134
$744K 0.09%
51,150
+15,826
135
$741K 0.09%
5,692
-139
136
$733K 0.09%
2,065
-3,823
137
$720K 0.09%
5,433
+1,469
138
$715K 0.09%
+7,900
139
$692K 0.08%
+14,654
140
$653K 0.08%
+14,676
141
$651K 0.08%
16,416
+8,257
142
$649K 0.08%
2,795
+108
143
$647K 0.08%
43,377
+9,957
144
$607K 0.07%
3,317
+870
145
$596K 0.07%
34,785
+17,673
146
$582K 0.07%
11,626
+5,019
147
$580K 0.07%
3,255
+1,480
148
$574K 0.07%
2,317
+639
149
$562K 0.07%
11,226
-7,059
150
$558K 0.07%
1,541
+10
4 5
6
7 8