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
$702M
AUM Growth
+$75.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$4.26M
3
+$2.69M
4
CHE icon
Chemed
CHE
+$2.69M
5
ING icon
ING
ING
+$1.67M

Top Sells

1
+$6.68M
2
+$3.87M
3
+$1.67M
4
HON icon
Honeywell
HON
+$955K
5
FI icon
Fiserv
FI
+$894K

Sector Composition

1 Technology 13.02%
2 Financials 12.85%
3 Healthcare 10.77%
4 Communication Services 6.43%
5 Consumer Discretionary 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$334K 0.05%
8,329
+184
152
$334K 0.05%
1,308
-5
153
$324K 0.05%
5,140
154
$310K 0.04%
4,295
-96
155
$310K 0.04%
10,726
-744
156
$307K 0.04%
15,457
+1,941
157
$294K 0.04%
5,368
-531
158
$291K 0.04%
3,815
159
$286K 0.04%
882
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160
$281K 0.04%
4,600
161
$281K 0.04%
50,910
+3,658
162
$272K 0.04%
6,999
-112
163
$264K 0.04%
3,049
164
$264K 0.04%
700
165
$262K 0.04%
5,838
166
$260K 0.04%
5,065
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167
$249K 0.04%
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168
$249K 0.04%
4,600
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169
$249K 0.04%
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170
$248K 0.04%
4,901
-338
171
$246K 0.04%
1,436
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172
$239K 0.03%
1,837
-108
173
$232K 0.03%
6,660
-344
174
$231K 0.03%
4,303
+94
175
$226K 0.03%
1,688
-62
4 5 6
7
8