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
$423M
AUM Growth
-$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$1.71M
3
+$1.38M
4
MAC icon
Macerich
MAC
+$1.38M
5
STI
SunTrust Banks, Inc.
STI
+$785K

Top Sells

1
+$37.3M
2
+$29.5M
3
+$22.6M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$16.8M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$14.3M

Sector Composition

1 Financials 21.24%
2 Technology 16.3%
3 Healthcare 14.42%
4 Consumer Discretionary 10.89%
5 Industrials 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-2,285
177
– –
-10,491
178
– –
-7,600
179
– –
-9,181
180
– –
-53,551
181
– –
-28,160
182
– –
-24,597
183
– –
-11,770
184
– –
-53,880
185
– –
-241,679
186
– –
-4,260
187
– –
-2,290
188
– –
-8,850
189
– –
-16,708
190
– –
-42,390
4 5 6 7
8