BCM
BTC Capital Management Portfolio holdings
AUM
$1.23B
This Quarter Return
+12.87%
1 Year Return
+19.83%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.23B
AUM Growth
+$1.23B
(+12%)
Cap. Flow
+$41.4M
Cap. Flow
% of AUM
3.38%
Top 10 Holdings %
Top 10 Hldgs %
33.25%
Holding
218
New
16
Increased
108
Reduced
55
Closed
17
Top Buys
| 1 |
O'Reilly Automotive
ORLY
|
$9.07M |
| 2 |
Goldman Sachs
GS
|
$6.62M |
| 3 |
Netflix
NFLX
|
$6.58M |
| 4 |
Capital One
COF
|
$6.33M |
| 5 |
Fastenal
FAST
|
$6.32M |
Top Sells
| 1 |
UnitedHealth
UNH
|
$7.76M |
| 2 |
PepsiCo
PEP
|
$6.83M |
| 3 |
Merck
MRK
|
$6.54M |
| 4 |
Thermo Fisher Scientific
TMO
|
$6.43M |
| 5 |
FedEx
FDX
|
$6.28M |
Sector Composition
| 1 | Technology | 21.29% |
| 2 | Financials | 12.16% |
| 3 | Consumer Discretionary | 7.41% |
| 4 | Industrials | 6.9% |
| 5 | Healthcare | 6.62% |
