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
$878M
AUM Growth
-$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$9.14M
2
+$5.61M
3
+$3.76M
4
CMI icon
Cummins
CMI
+$1.04M
5
HD icon
Home Depot
HD
+$639K

Top Sells

1
+$12.9M
2
+$6.56M
3
+$4.12M
4
FSLR icon
First Solar
FSLR
+$4.11M
5
AAPL icon
Apple
AAPL
+$3.46M

Sector Composition

1 Technology 16.39%
2 Financials 11.8%
3 Healthcare 10.44%
4 Communication Services 6.71%
5 Consumer Discretionary 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$869K 0.1%
6,660
-5,246
127
$859K 0.1%
16,790
+1,018
128
$846K 0.1%
18,710
+8,502
129
$802K 0.09%
5,610
-323
130
$758K 0.09%
14,654
131
$751K 0.09%
14,000
-160
132
$745K 0.08%
5,321
-490
133
$744K 0.08%
5,223
134
$741K 0.08%
14,120
+3,983
135
$681K 0.08%
2,626
-780
136
$665K 0.08%
12,300
137
$653K 0.07%
16,428
138
$641K 0.07%
13,440
139
$615K 0.07%
7,393
140
$587K 0.07%
48,600
141
$576K 0.07%
2,536
-140
142
$575K 0.07%
21,965
143
$552K 0.06%
4,814
+1,745
144
$541K 0.06%
10,178
-1,448
145
$535K 0.06%
2,801
-516
146
$533K 0.06%
2,730
-430
147
$518K 0.06%
4,481
+307
148
$510K 0.06%
13,625
-2,378
149
$505K 0.06%
2,773
-482
150
$503K 0.06%
3,344
-134
4 5
6
7 8