BCM
BTC Capital Management Portfolio holdings
AUM
$1.23B
1-Year Return
19.83%
This Quarter Return
+20.01%
1 Year Return
+19.83%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$654M
AUM Growth
+$130M
(+25%)
Cap. Flow
+$36.7M
Cap. Flow
% of AUM
5.61%
Top 10 Holdings %
Top 10 Hldgs %
28.38%
Holding
188
New
27
Increased
96
Reduced
40
Closed
6
Top Buys
| 1 |
iShares Russell 1000 ETF
IWB
|
$3.23M |
| 2 |
Comcast
CMCSA
|
$3.17M |
| 3 |
FMC
FMC
|
$2.94M |
| 4 |
Lowe's Companies
LOW
|
$2.87M |
| 5 |
Citigroup
C
|
$2.56M |
Top Sells
| 1 |
iShares MSCI EAFE ETF
EFA
|
$4.15M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$3.51M |
| 3 |
PNC Financial Services
PNC
|
$3.16M |
| 4 |
Ross Stores
ROST
|
$2.97M |
| 5 |
LyondellBasell Industries
LYB
|
$2.83M |
Sector Composition
| 1 | Technology | 16.18% |
| 2 | Financials | 11.55% |
| 3 | Healthcare | 11.24% |
| 4 | Communication Services | 7.42% |
| 5 | Consumer Staples | 6.18% |
