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
$581M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$2M
3
+$1.58M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.48M
5
VZ icon
Verizon
VZ
+$1.47M

Top Sells

1
+$7.26M
2
+$2.7M
3
+$1.79M
4
LUMN icon
Lumen
LUMN
+$1.7M
5
MDLZ icon
Mondelez International
MDLZ
+$1.29M

Sector Composition

1 Financials 14.06%
2 Technology 11.09%
3 Healthcare 10.52%
4 Industrials 7.05%
5 Consumer Discretionary 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
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-89,937
177
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-31,762
178
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-5,369
179
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-5,037
180
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-42,192
181
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-1,452
182
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-1,989
183
– –
-4,144
184
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-11,652
185
– –
-80,981
4 5 6 7
8