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
$435M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1 +$5.19M
2 +$4.96M
3 +$3.49M
4
AA icon
Alcoa
AA
+$3.2M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.12M

Top Sells

1 +$3.15M
2 +$2.63M
3 +$2.5M
4
LYB icon
LyondellBasell Industries
LYB
+$2.47M
5
JPM icon
JPMorgan Chase
JPM
+$2.27M

Sector Composition

1 Financials 15.48%
2 Healthcare 13.98%
3 Technology 8.22%
4 Consumer Discretionary 6.14%
5 Industrials 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$22.7M 5.21%
353,002
-5,275
2
$21.5M 4.95%
258,271
+9,890
3
$15.2M 3.49%
131,091
-13,377
4
$14.8M 3.41%
71,275
+14,921
5
$13.5M 3.11%
108,849
+19,558
6
$10.3M 2.38%
340,250
+163,250
7
$7.96M 1.83%
255,900
-48,236
8
$7.12M 1.64%
174,760
-23,649
9
$6.41M 1.47%
68,746
-921
10
$6.08M 1.4%
139,434
+2,562
11
$5.77M 1.33%
151,124
-1,789
12
$5.43M 1.25%
87,090
-2,303
13
$5.19M 1.19%
+61,211
14
$5.05M 1.16%
61,510
+2,728
15
$5M 1.15%
115,569
+997
16
$5M 1.15%
123,188
+2,986
17
$4.76M 1.1%
105,556
-3,168
18
$4.72M 1.09%
52,101
+7,791
19
$4.68M 1.08%
77,211
-37,373
20
$4.67M 1.07%
12,752
-2,409
21
$4.46M 1.03%
33,202
-198
22
$4.32M 0.99%
41,275
+439
23
$4.26M 0.98%
49,263
-2,332
24
$4.17M 0.96%
85,776
-42,707
25
$4.14M 0.95%
49,376
+567