BCM

BTC Capital Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 19.83%
This Quarter Est. Return
1 Year Est. Return
+19.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$626M
AUM Growth
+$8.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1 +$4.83M
2 +$4.78M
3 +$4.25M
4
DIS icon
Walt Disney
DIS
+$3.68M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.47M

Top Sells

1 +$8.5M
2 +$5.01M
3 +$3.91M
4
AES icon
AES
AES
+$3.45M
5
LOW icon
Lowe's Companies
LOW
+$3.37M

Sector Composition

1 Financials 13.3%
2 Technology 12%
3 Healthcare 10.31%
4 Communication Services 6.64%
5 Consumer Staples 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-3,405
202
-1,535