BCM
BTC Capital Management Portfolio holdings
AUM
$1.23B
1-Year Return
19.83%
This Quarter Return
+14.07%
1 Year Return
+19.83%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$838M
AUM Growth
+$121M
(+17%)
Cap. Flow
+$34.3M
Cap. Flow
% of AUM
4.09%
Top 10 Holdings %
Top 10 Hldgs %
27.13%
Holding
235
New
40
Increased
111
Reduced
47
Closed
13
Top Buys
| 1 |
Norfolk Southern
NSC
|
$3.88M |
| 2 |
Southwest Airlines
LUV
|
$3.56M |
| 3 |
TJX Companies
TJX
|
$3.39M |
| 4 |
Prologis
PLD
|
$3.29M |
| 5 |
Home Depot
HD
|
$3.26M |
Top Sells
| 1 |
Lowe's Companies
LOW
|
$4.52M |
| 2 |
Northrop Grumman
NOC
|
$4.36M |
| 3 |
CVS Health
CVS
|
$4.22M |
| 4 |
Healthcare Realty
HR
|
$4M |
| 5 |
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% |
