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
$430M
AUM Growth
-$4.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$3.26M
2 +$3.06M
3 +$2.52M
4
VLO icon
Valero Energy
VLO
+$2.37M
5
CAT icon
Caterpillar
CAT
+$2.26M

Top Sells

1 +$4.36M
2 +$3.2M
3 +$3.12M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.07M
5
BMY icon
Bristol-Myers Squibb
BMY
+$3.03M

Sector Composition

1 Financials 16.17%
2 Healthcare 14.33%
3 Technology 8.94%
4 Consumer Discretionary 6.7%
5 Industrials 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-2,788