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
$654M
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$3.17M
3
+$2.94M
4
LOW icon
Lowe's Companies
LOW
+$2.87M
5
C icon
Citigroup
C
+$2.56M

Top Sells

1
+$4.15M
2
+$3.51M
3
+$3.16M
4
ROST icon
Ross Stores
ROST
+$2.97M
5
LYB icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$198K 0.03%
+10,796
177
$180K 0.03%
+4,800
178
$172K 0.03%
12,913
179
$165K 0.03%
29,979
+17,971
180
$156K 0.02%
+11,413
181
$135K 0.02%
+13,485
182
$99K 0.02%
+10,675
183
– –
-50,854
184
– –
-15,055
185
– –
-4,154
186
– –
-47,694
187
– –
-56,760
188
– –
-85,630
4 5 6 7
8