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
$838M
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$3.88M
2
+$3.56M
3
+$3.38M
4
PLD icon
Prologis
PLD
+$3.29M
5
HD icon
Home Depot
HD
+$3.25M

Top Sells

1
+$4.52M
2
+$4.36M
3
+$4.22M
4
HR icon
Healthcare Realty
HR
+$4M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$3.46M

Sector Composition

1 Technology 16.28%
2 Financials 12.57%
3 Healthcare 10.66%
4 Communication Services 7.2%
5 Consumer Staples 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$375K 0.04%
3,300
-10
177
$363K 0.04%
+1,780
178
$355K 0.04%
+2,943
179
$348K 0.04%
3,059
+38
180
$347K 0.04%
+10,000
181
$332K 0.04%
13,020
182
$329K 0.04%
2,996
183
$328K 0.04%
+3,073
184
$323K 0.04%
32,861
-32,721
185
$320K 0.04%
5,140
186
$317K 0.04%
+2,082
187
$316K 0.04%
7,874
-5,401
188
$315K 0.04%
+4,500
189
$313K 0.04%
4,015
-2,892
190
$311K 0.04%
3,560
191
$303K 0.04%
21,357
+6,076
192
$302K 0.04%
5,838
193
$298K 0.04%
3,069
194
$288K 0.03%
700
195
$284K 0.03%
7,090
196
$282K 0.03%
+9,414
197
$279K 0.03%
+5,852
198
$277K 0.03%
389
+19
199
$275K 0.03%
945
-167
200
$274K 0.03%
4,232
+31
6 7
8
9 10