BCM

BTC Capital Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 19.83%
This Quarter Est. Return
1 Year Est. Return
+19.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$611M
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$3.47M
3
+$3.46M
4
ADBE icon
Adobe
ADBE
+$3.13M
5
FDX icon
FedEx
FDX
+$3.12M

Top Sells

1
+$3.37M
2
+$2.85M
3
+$2.36M
4
COP icon
ConocoPhillips
COP
+$2.05M
5
BLK icon
Blackrock
BLK
+$1.9M

Sector Composition

1 Financials 15.51%
2 Technology 11.52%
3 Healthcare 10.27%
4 Consumer Discretionary 6.81%
5 Industrials 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$433K 0.07%
5,988
+204
152
$403K 0.07%
+29,560
153
$384K 0.06%
14,201
+5,840
154
$370K 0.06%
+9,833
155
$348K 0.06%
3,450
156
$343K 0.06%
42,888
-14,031
157
$332K 0.05%
3,327
+1,034
158
$323K 0.05%
2,065
+742
159
$309K 0.05%
2,584
160
$303K 0.05%
1,654
+613
161
$278K 0.05%
1,285
162
$275K 0.05%
7,929
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163
$273K 0.04%
+5,140
164
$272K 0.04%
92,554
+954
165
$260K 0.04%
+3,815
166
$260K 0.04%
5,040
167
$258K 0.04%
787
168
$246K 0.04%
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169
$244K 0.04%
+8,325
170
$241K 0.04%
3,466
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171
$233K 0.04%
1,791
172
$229K 0.04%
5,600
173
$219K 0.04%
5,431
-4,841
174
$218K 0.04%
3,453
175
$218K 0.04%
1,603
-20
4 5 6
7
8