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
$404M
AUM Growth
+$9.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$4.26M
2 +$3.44M
3 +$2.5M
4
F icon
Ford
F
+$2.48M
5
TNL icon
Travel + Leisure Co
TNL
+$2.35M

Top Sells

1 +$3.23M
2 +$2.61M
3 +$2.5M
4
CVS icon
CVS Health
CVS
+$2.34M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$2.32M

Sector Composition

1 Financials 17.53%
2 Healthcare 12.57%
3 Technology 9.52%
4 Energy 6.3%
5 Industrials 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-38,795
152
-133