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
201
$269K 0.03%
878
-14,215
202
$268K 0.03%
+3,200
203
$265K 0.03%
+2,900
204
$257K 0.03%
+3,971
205
$256K 0.03%
+8,164
206
$246K 0.03%
+2,544
207
$238K 0.03%
13,756
+1,905
208
$237K 0.03%
+6,793
209
$228K 0.03%
+2,146
210
$223K 0.03%
+3,732
211
$220K 0.03%
+2,772
212
$218K 0.03%
4,282
-118
213
$214K 0.03%
+1,605
214
$212K 0.03%
11,843
+1,507
215
$212K 0.03%
+3,418
216
$212K 0.03%
+2,235
217
$209K 0.02%
6,268
+211
218
$209K 0.02%
+3,140
219
$204K 0.02%
+11,351
220
$202K 0.02%
+6,489
221
$202K 0.02%
+5,865
222
$200K 0.02%
4,669
-1,851
223
– –
-17,713
224
– –
-8,387
225
– –
-914
6 7 8
9
10