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
$626M
AUM Growth
+$8.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$4.83M
2
+$4.78M
3
+$4.25M
4
DIS icon
Walt Disney
DIS
+$3.68M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.47M

Top Sells

1
+$8.5M
2
+$5.01M
3
+$3.91M
4
AES icon
AES
AES
+$3.45M
5
LOW icon
Lowe's Companies
LOW
+$3.37M

Sector Composition

1 Financials 13.3%
2 Technology 12%
3 Healthcare 10.31%
4 Communication Services 6.64%
5 Consumer Staples 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$296K 0.05%
11,470
-294
152
$293K 0.05%
4,391
-84
153
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5,375
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154
$279K 0.04%
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155
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156
$272K 0.04%
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157
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6,040
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158
$267K 0.04%
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159
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160
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161
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162
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163
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164
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165
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166
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167
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168
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169
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170
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171
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172
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13,516
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173
$221K 0.04%
15,683
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174
$218K 0.03%
4,000
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175
$217K 0.03%
+2,390
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7
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