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
$434M
AUM Growth
+$6.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$3.48M
3
+$3.26M
4
AMZN icon
Amazon
AMZN
+$2.09M
5
AWK icon
American Water Works
AWK
+$2.01M

Top Sells

1
+$4.45M
2
+$3.68M
3
+$3.59M
4
PII icon
Polaris
PII
+$2.08M
5
BHC icon
Bausch Health
BHC
+$2.02M

Sector Composition

1 Healthcare 16.61%
2 Financials 16.47%
3 Technology 11.1%
4 Consumer Discretionary 6.69%
5 Energy 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.5M 5.87%
307,565
+9,334
2
$22.7M 5.24%
397,664
+56,957
3
$13M 3.01%
63,059
+320
4
$12.8M 2.96%
112,496
+2,524
5
$9M 2.08%
330,336
+37,620
6
$8.97M 2.07%
106,487
+6,739
7
$7.82M 1.8%
82,039
+47,461
8
$7.22M 1.67%
65,294
-2,299
9
$6.69M 1.54%
79,035
+3,515
10
$6.37M 1.47%
61,399
+2,543
11
$6.2M 1.43%
112,296
-3,546
12
$6.17M 1.42%
57,100
+7,832
13
$6.01M 1.39%
117,274
-6,208
14
$5.89M 1.36%
99,585
+12,471
15
$5.85M 1.35%
91,071
+2,005
16
$5.73M 1.32%
83,164
+29,206
17
$5.73M 1.32%
204,256
+6,122
18
$5.61M 1.29%
138,294
+6,030
19
$5.32M 1.23%
154,413
+81
20
$5.28M 1.22%
37,286
+1,876
21
$5.15M 1.19%
50,079
+8,539
22
$5.01M 1.15%
52,935
+4,285
23
$4.98M 1.15%
14,648
+75
24
$4.83M 1.11%
51,440
+3,804
25
$4.59M 1.06%
58,807
-8,625
1
2 3 4 5