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
$435M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$4.96M
3
+$3.49M
4
AA icon
Alcoa
AA
+$3.2M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.12M

Top Sells

1
+$3.15M
2
+$2.63M
3
+$2.5M
4
LYB icon
LyondellBasell Industries
LYB
+$2.47M
5
JPM icon
JPMorgan Chase
JPM
+$2.27M

Sector Composition

1 Financials 15.48%
2 Healthcare 13.98%
3 Technology 8.22%
4 Consumer Discretionary 6.14%
5 Industrials 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$112K 0.03%
+11,469
152
$107K 0.02%
+11
153
$101K 0.02%
18,462
+1,882
154
$93K 0.02%
26,050
+11,667
155
$74K 0.02%
+10,254
156
$33K 0.01%
11,550
157
– –
-205
158
– –
-30,828
159
– –
-45,621
160
– –
-4,080
161
– –
-6,026
162
– –
-2,993
163
– –
-12,865
164
– –
-19,446
165
– –
-50,047
166
– –
-9,530
167
– –
-34,725
3 4 5 6
7