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
$654M
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$3.17M
3
+$2.94M
4
LOW icon
Lowe's Companies
LOW
+$2.87M
5
C icon
Citigroup
C
+$2.56M

Top Sells

1
+$4.15M
2
+$3.51M
3
+$3.16M
4
ROST icon
Ross Stores
ROST
+$2.97M
5
LYB icon
LyondellBasell Industries
LYB
+$2.83M

Sector Composition

1 Technology 16.18%
2 Financials 11.55%
3 Healthcare 11.24%
4 Communication Services 7.42%
5 Consumer Staples 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$285K 0.04%
1,902
-819
152
$276K 0.04%
+2,818
153
$275K 0.04%
2,996
-13
154
$268K 0.04%
+11,562
155
$268K 0.04%
5,140
156
$262K 0.04%
13,020
157
$255K 0.04%
700
158
$255K 0.04%
6,097
+552
159
$252K 0.04%
+18,235
160
$251K 0.04%
+357
161
$251K 0.04%
+3,560
162
$238K 0.04%
4,670
-88
163
$235K 0.04%
+3,069
164
$234K 0.04%
5,838
-7,811
165
$232K 0.04%
+4,201
166
$231K 0.04%
+5,192
167
$230K 0.04%
+6,526
168
$223K 0.03%
+2,084
169
$223K 0.03%
+8,691
170
$218K 0.03%
+4,887
171
$212K 0.03%
2,488
-34,878
172
$206K 0.03%
+8,325
173
$205K 0.03%
1,416
-478
174
$205K 0.03%
+410
175
$201K 0.03%
+11,418
4 5 6
7
8