BCM

BTC Capital Management Portfolio holdings

AUM $1.43B
1-Year Est. Return 24.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.29%
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
+$4.13M
2
+$3.53M
3
+$2.41M
4
F icon
Ford
F
+$2.36M
5
TNL icon
Travel + Leisure Co
TNL
+$2.19M

Top Sells

1
+$3.1M
2
+$2.61M
3
+$2.5M
4
NOV icon
NOV
NOV
+$2.43M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$2.26M

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
– –
-1,000
152
– –
-660
3 4 5 6
7