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
$878M
AUM Growth
-$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$9.14M
2
+$5.61M
3
+$3.76M
4
CMI icon
Cummins
CMI
+$1.04M
5
HD icon
Home Depot
HD
+$639K

Top Sells

1
+$12.9M
2
+$6.56M
3
+$4.12M
4
FSLR icon
First Solar
FSLR
+$4.11M
5
AAPL icon
Apple
AAPL
+$3.46M

Sector Composition

1 Technology 16.39%
2 Financials 11.8%
3 Healthcare 10.44%
4 Communication Services 6.71%
5 Consumer Discretionary 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$323K 0.04%
3,200
177
$322K 0.04%
5,838
178
$322K 0.04%
1,976
-992
179
$321K 0.04%
2,769
180
$321K 0.04%
+6,087
181
$311K 0.04%
982
-556
182
$292K 0.03%
6,742
-1,702
183
$281K 0.03%
700
184
$277K 0.03%
+2,019
185
$249K 0.03%
1,500
186
$248K 0.03%
9,400
187
$248K 0.03%
3,393
-2,486
188
$241K 0.03%
1,970
-546
189
$240K 0.03%
1,446
190
$239K 0.03%
+5,869
191
$237K 0.03%
1,437
192
$237K 0.03%
2,108
-628
193
$235K 0.03%
296
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194
$235K 0.03%
1,512
-483
195
$233K 0.03%
1,436
-401
196
$230K 0.03%
5,476
-1,507
197
$230K 0.03%
2,896
-3,876
198
$229K 0.03%
5,890
-568
199
$227K 0.03%
2,571
-913
200
$225K 0.03%
1,390
-414
6 7
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