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
$838M
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$3.88M
2
+$3.56M
3
+$3.38M
4
PLD icon
Prologis
PLD
+$3.29M
5
HD icon
Home Depot
HD
+$3.25M

Top Sells

1
+$4.52M
2
+$4.36M
3
+$4.22M
4
HR icon
Healthcare Realty
HR
+$4M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$3.46M

Sector Composition

1 Technology 16.28%
2 Financials 12.57%
3 Healthcare 10.66%
4 Communication Services 7.2%
5 Consumer Staples 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$557K 0.07%
2,274
+6
152
$552K 0.07%
1,004
+2
153
$551K 0.07%
+13,440
154
$549K 0.07%
18,612
+8,713
155
$532K 0.06%
11,943
+5,567
156
$513K 0.06%
+8,600
157
$503K 0.06%
3,160
+1,287
158
$503K 0.06%
3,758
-202
159
$501K 0.06%
16,003
+6,766
160
$500K 0.06%
+6,034
161
$485K 0.06%
3,478
+1,505
162
$460K 0.05%
1,981
-500
163
$454K 0.05%
9,363
+37
164
$451K 0.05%
5,223
165
$437K 0.05%
+7,393
166
$437K 0.05%
1,893
-9
167
$427K 0.05%
+48,600
168
$426K 0.05%
7,870
+300
169
$424K 0.05%
+21,965
170
$416K 0.05%
80,053
-29,128
171
$409K 0.05%
5,929
+161
172
$408K 0.05%
3,046
+2
173
$394K 0.05%
4,975
+16
174
$388K 0.05%
+1,484
175
$388K 0.05%
+2,653
5 6
7
8 9