BCM
BTC Capital Management Portfolio holdings
AUM
$1.23B
This Quarter Return
-17.71%
1 Year Return
+19.83%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$524M
AUM Growth
+$524M
(-25%)
Cap. Flow
-$42.5M
Cap. Flow
% of AUM
-8.12%
Top 10 Holdings %
Top 10 Hldgs %
29.83%
Holding
192
New
7
Increased
46
Reduced
88
Closed
31
Top Buys
| 1 |
Medtronic
MDT
|
$1.71M |
| 2 |
Morgan Stanley
MS
|
$1.62M |
| 3 |
Prologis
PLD
|
$1.22M |
| 4 |
Comcast
CMCSA
|
$1.03M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$777K |
Top Sells
| 1 |
MDP
Meredith Corporation
MDP
|
$19.2M |
| 2 |
Boeing
BA
|
$5.15M |
| 3 |
West Bancorporation
WTBA
|
$2.67M |
| 4 |
Chemed
CHE
|
$2.17M |
| 5 |
Casey's General Stores
CASY
|
$1.14M |
Sector Composition
| 1 | Technology | 14.86% |
| 2 | Healthcare | 11.88% |
| 3 | Financials | 11.3% |
| 4 | Communication Services | 6.89% |
| 5 | Consumer Staples | 6.14% |
